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 | $192,500 | $179,726+7.1% | $156,263+23.2% | $142,382+35.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.81% | 77.86%-65.0pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,383 | $5,069-72.7% | $4,333-68.1% | $4,299-67.8% |
| Participant deferral / active EE | $1,497 | $6,956-78.5% | $6,158-75.7% | $6,507-77.0% |
| Admin fee / account holder | $1,241 | $17,272-92.8% | $14,255-91.3% | $12,624-90.2% |