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 | $95,231 | $115,770-17.7% | $101,248-5.9% | $158,922-40.1% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 12.63% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,262 | $4,175+2.1% | $3,660+16.5% | $4,761-10.5% |
| Participant deferral / active EE | $1,019 | $4,957-79.5% | $4,370-76.7% | $5,982-83.0% |
| Admin fee / account holder | $8,114 | $7,245+12.0% | $5,945+36.5% | $11,246-27.8% |