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 | $184,142 | $135,952+35.4% | $123,892+48.6% | $273,961-32.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.30% | 56.63%-39.3pp | 47.52%-30.2pp | 41.45%-24.2pp |
| Employer contribution / active EE | $1,474 | $5,170-71.5% | $4,617-68.1% | $4,869-69.7% |
| Participant deferral / active EE | $1,777 | $6,343-72.0% | $5,984-70.3% | $5,287-66.4% |
| Admin fee / account holder | $12,319 | $9,817+25.5% | $8,357+47.4% | $10,132+21.6% |