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 | $95,916 | $78,672+21.9% | $109,143-12.1% | $85,850+11.7% |
| Participation rate | 95.8% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.5pp |
| Annual return | 23.77% | 25.09%-1.3pp | 25.75%-2.0pp | 318.53%-294.8pp |
| Employer contribution / active EE | $6,972 | $2,735+154.9% | $3,722+87.3% | $2,565+171.8% |
| Participant deferral / active EE | $1,398 | $3,467-59.7% | $4,653-69.9% | $3,952-64.6% |
| Admin fee / account holder | $40,820 | $5,469+646.4% | $6,752+504.5% | $6,260+552.1% |