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 | $132,418 | $127,065+4.2% | $113,168+17.0% | $142,382-7.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.78% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,000 | $3,442+45.3% | $2,975+68.1% | $4,299+16.3% |
| Participant deferral / active EE | $45 | $5,716-99.2% | $5,107-99.1% | $6,507-99.3% |
| Admin fee / account holder | $763 | $15,736-95.1% | $12,068-93.7% | $12,624-94.0% |