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 | $105,787 | $75,828+39.5% | $147,614-28.3% | $59,632+77.4% |
| Participation rate | 93.2% | 71.6%+21.6pp | 84.6%+8.6pp | 68.7%+24.5pp |
| Annual return | 2.25% | 0.37%+1.9pp | 61.98%-59.7pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $6,667 | $3,485+91.3% | $5,564+19.8% | $2,203+202.7% |
| Participant deferral / active EE | $785 | $3,130-74.9% | $4,895-84.0% | $3,192-75.4% |
| Admin fee / account holder | $18,284 | $5,985+205.5% | $11,611+57.5% | $4,297+325.5% |