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 | $211,844 | $176,812+19.8% | $146,665+44.4% | $167,490+26.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 21.34% | 24.03%-2.7pp | 22.74%-1.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,448 | $5,160-71.9% | $4,136-65.0% | $4,837-70.1% |
| Participant deferral / active EE | $1,731 | $6,440-73.1% | $5,506-68.6% | $6,341-72.7% |
| Admin fee / account holder | $54,998 | $13,259+314.8% | $10,280+435.0% | $12,309+346.8% |