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 | $115,587 | $54,541+111.9% | $78,778+46.7% | $70,131+64.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.92% | 21.07%-2.2pp | 35.62%-16.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,733 | $1,089+59.2% | $1,986-12.7% | $2,342-26.0% |
| Participant deferral / active EE | $923 | $2,210-58.2% | $2,958-68.8% | $3,332-72.3% |
| Admin fee / account holder | $802 | $3,709-78.4% | $5,134-84.4% | $4,645-82.7% |