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 | $188,666 | $171,164+10.2% | $127,761+47.7% | $152,861+23.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.49% | 23.54%-1.0pp | 26.14%-3.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,714 | $5,447+4.9% | $4,574+24.9% | $4,762+20.0% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,710 | $14,530-46.9% | $9,395-17.9% | $11,596-33.5% |