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 | $114,029 | $125,758-9.3% | $169,993-32.9% | $75,163+51.7% |
| Participation rate | 84.9% | 83.6%+1.3pp | 87.0%-2.1pp | 67.2%+17.7pp |
| Annual return | 14.34% | 27.20%-12.9pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,993 | $4,615-13.5% | $6,785-41.1% | $2,670+49.6% |
| Participant deferral / active EE | $2,618 | $6,837-61.7% | $10,408-74.8% | $4,125-36.5% |
| Admin fee / account holder | $15,056 | $8,173+84.2% | $12,815+17.5% | $5,651+166.4% |