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 | $192,125 | $132,239+45.3% | $105,722+81.7% | $273,961-29.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.63% | 10.07%-5.4pp | 12.25%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,576 | $4,867-26.5% | $4,079-12.3% | $4,869-26.6% |
| Participant deferral / active EE | $1,665 | $6,233-73.3% | $5,326-68.7% | $5,287-68.5% |
| Admin fee / account holder | $37,020 | $12,032+207.7% | $8,308+345.6% | $10,132+265.4% |