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 | $180,989 | $185,822-2.6% | $169,993+6.5% | $139,434+29.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.81% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $7,477 | $7,590-1.5% | $6,785+10.2% | $4,751+57.4% |
| Participant deferral / active EE | $2,964 | $11,622-74.5% | $10,408-71.5% | $6,710-55.8% |
| Admin fee / account holder | $21,877 | $15,381+42.2% | $12,815+70.7% | $11,403+91.9% |