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 | $114,440 | $140,588-18.6% | $123,104-7.0% | $125,391-8.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 19.39% | 16.80%+2.6pp | 13.22%+6.2pp | 282.22%-262.8pp |
| Employer contribution / active EE | $1,261 | $6,041-79.1% | $5,151-75.5% | $4,866-74.1% |
| Participant deferral / active EE | $1,576 | $6,980-77.4% | $6,230-74.7% | $5,352-70.6% |
| Admin fee / account holder | $20,810 | $11,198+85.8% | $9,015+130.8% | $9,540+118.1% |