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 | $105,022 | $85,766+22.5% | $136,294-22.9% | $70,131+49.8% |
| Participation rate | 95.3% | 74.2%+21.2pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 15.09% | 31.45%-16.4pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,501 | $2,966-49.4% | $4,695-68.0% | $2,342-35.9% |
| Participant deferral / active EE | $2,012 | $5,051-60.2% | $6,247-67.8% | $3,332-39.6% |
| Admin fee / account holder | $6,287 | $5,420+16.0% | $9,243-32.0% | $4,645+35.3% |