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 | $151,693 | $228,332-33.6% | $185,823-18.4% | $158,922-4.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.35% | 40.80%-16.5pp | 35.95%-11.6pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,211 | $4,967-55.5% | $4,087-45.9% | $4,761-53.6% |
| Participant deferral / active EE | $835 | $6,415-87.0% | $5,632-85.2% | $5,982-86.0% |
| Admin fee / account holder | $891 | $11,864-92.5% | $9,500-90.6% | $11,246-92.1% |