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 | $98,174 | $91,552+7.2% | $133,956-26.7% | $79,858+22.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 19.32% | 61.85%-42.5pp | 45.09%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $7,654 | $2,384+221.1% | $3,919+95.3% | $2,471+209.8% |
| Participant deferral / active EE | $1,335 | $3,733-64.2% | $5,048-73.5% | $3,740-64.3% |
| Admin fee / account holder | $1,409 | $6,321-77.7% | $8,927-84.2% | $5,306-73.4% |