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 | $176,270 | $154,117+14.4% | $129,995+35.6% | $139,434+26.4% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 21.35% | 32.48%-11.1pp | -137.18%+158.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,721 | $5,289-67.5% | $4,320-60.2% | $4,751-63.8% |
| Participant deferral / active EE | $1,796 | $6,710-73.2% | $5,820-69.1% | $6,710-73.2% |
| Admin fee / account holder | $2,625 | $14,007-81.3% | $10,614-75.3% | $11,403-77.0% |