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 | $145,155 | $103,376+40.4% | $87,100+66.7% | $152,861-5.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.05% | 28.10%+1.0pp | 28.19%+0.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,010 | $3,220-37.6% | $2,521-20.3% | $4,762-57.8% |
| Participant deferral / active EE | $872 | $4,778-81.7% | $4,049-78.5% | $5,850-85.1% |
| Admin fee / account holder | $21,612 | $12,205+77.1% | $7,497+188.3% | $11,596+86.4% |