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 | $98,204 | $183,519-46.5% | $155,509-36.8% | $145,922-32.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.33% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,150 | $5,313-59.5% | $4,672-54.0% | $4,660-53.9% |
| Participant deferral / active EE | $1,125 | $6,462-82.6% | $5,626-80.0% | $6,688-83.2% |
| Admin fee / account holder | $2,589 | $19,313-86.6% | $15,912-83.7% | $13,397-80.7% |