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 | $163,280 | $162,781+0.3% | $133,956+21.9% | $158,922+2.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 13.77% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,020 | $4,975-39.3% | $3,919-22.9% | $4,761-36.6% |
| Participant deferral / active EE | $1,766 | $5,911-70.1% | $5,048-65.0% | $5,982-70.5% |
| Admin fee / account holder | $61,875 | $11,736+427.2% | $8,927+593.1% | $11,246+450.2% |