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 | $97,308 | $112,096-13.2% | $95,952+1.4% | $158,922-38.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 11.45% | 171.09%-159.6pp | 91.61%-80.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,922 | $3,198-39.9% | $2,541-24.4% | $4,761-59.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $17,727 | $10,130+75.0% | $6,795+160.9% | $11,246+57.6% |