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 | $174,316 | $112,881+54.4% | $90,951+91.7% | $158,922+9.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.04% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,502 | $2,893-48.1% | $2,122-29.2% | $4,761-68.5% |
| Participant deferral / active EE | $249 | $4,128-94.0% | $3,373-92.6% | $5,982-95.8% |
| Admin fee / account holder | $1,634 | $8,041-79.7% | $5,959-72.6% | $11,246-85.5% |