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 | $178,756 | $201,272-11.2% | $184,203-3.0% | $145,922+22.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $7,004 | $7,022-0.2% | $6,427+9.0% | $4,660+50.3% |
| Participant deferral / active EE | $3,053 | $9,806-68.9% | $9,131-66.6% | $6,688-54.4% |
| Admin fee / account holder | $4,141 | $16,364-74.7% | $13,901-70.2% | $13,397-69.1% |