See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,018 | $69,207+77.8% | $64,056+92.0% | $139,434-11.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 23.13% | 45.88%-22.8pp | 33.69%-10.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $424 | $3,182-86.7% | $2,747-84.5% | $4,751-91.1% |
| Participant deferral / active EE | $480 | $4,682-89.7% | $3,880-87.6% | $6,710-92.8% |
| Admin fee / account holder | $1,321 | $4,244-68.9% | $3,068-56.9% | $11,403-88.4% |