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 | $121,587 | $104,251+16.6% | $91,001+33.6% | $147,584-17.6% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 12.40% | 27.06%-14.7pp | 4.60%+7.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,778 | $3,116-10.8% | $2,456+13.1% | $4,876-43.0% |
| Participant deferral / active EE | $190 | $4,195-95.5% | $3,547-94.7% | $5,439-96.5% |
| Admin fee / account holder | $1,377 | $8,948-84.6% | $5,417-74.6% | $10,885-87.4% |