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 | $110,191 | $103,376+6.6% | $87,100+26.5% | $152,861-27.9% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 15.93% | 28.10%-12.2pp | 28.19%-12.3pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,810 | $3,220-43.8% | $2,521-28.2% | $4,762-62.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $18,901 | $12,205+54.9% | $7,497+152.1% | $11,596+63.0% |