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 | $204,980 | $214,378-4.4% | $200,582+2.2% | $142,382+44.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.96% | 46.41%-33.4pp | 42.33%-29.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,171 | $6,841-68.3% | $6,419-66.2% | $4,299-49.5% |
| Participant deferral / active EE | $2,296 | $9,865-76.7% | $9,331-75.4% | $6,507-64.7% |
| Admin fee / account holder | $24,753 | $17,692+39.9% | $16,305+51.8% | $12,624+96.1% |