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 | $163,066 | $157,256+3.7% | $141,162+15.5% | $152,861+6.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 23.85% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $12,734 | $5,261+142.1% | $4,735+168.9% | $4,762+167.4% |
| Participant deferral / active EE | $2,202 | $7,109-69.0% | $6,709-67.2% | $5,850-62.4% |
| Admin fee / account holder | $2,435 | $12,120-79.9% | $10,261-76.3% | $11,596-79.0% |