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 | $132,315 | $168,632-21.5% | $147,614-10.4% | $125,391+5.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 16.84% | 77.65%-60.8pp | 61.98%-45.1pp | 282.22%-265.4pp |
| Employer contribution / active EE | $2,816 | $6,252-55.0% | $5,564-49.4% | $4,866-42.1% |
| Participant deferral / active EE | $1,250 | $5,507-77.3% | $4,895-74.5% | $5,352-76.6% |
| Admin fee / account holder | $2,595 | $13,580-80.9% | $11,611-77.7% | $9,540-72.8% |