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 | $171,669 | $100,754+70.4% | $86,677+98.1% | $134,475+27.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -5.14% | 29.04%-34.2pp | 35.91%-41.0pp | 417.96%-423.1pp |
| Employer contribution / active EE | $4,602 | $3,489+31.9% | $2,836+62.3% | $4,740-2.9% |
| Participant deferral / active EE | $509 | $5,338-90.5% | $4,656-89.1% | $6,400-92.0% |
| Admin fee / account holder | $13,545 | $10,926+24.0% | $7,493+80.8% | $11,426+18.5% |