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 | $151,892 | $163,101-6.9% | $136,749+11.1% | $142,382+6.7% |
| Participation rate | 73.3% | 78.2%-4.9pp | 72.1%+1.2pp | 80.1%-6.8pp |
| Annual return | 16.63% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,060 | $4,117-50.0% | $3,400-39.4% | $4,299-52.1% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $6,617 | $14,318-53.8% | $11,386-41.9% | $12,624-47.6% |