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 | $192,120 | $203,436-5.6% | $152,466+26.0% | $167,490+14.7% |
| Participation rate | 77.3% | 82.3%-5.0pp | 78.2%-0.9pp | 82.1%-4.8pp |
| Annual return | 11.32% | 13.80%-2.5pp | 757.33%-746.0pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,982 | $5,220+14.6% | $4,327+38.3% | $4,837+23.6% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $41,273 | $22,506+83.4% | $15,805+161.1% | $12,309+235.3% |