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 | $115,600 | $94,752+22.0% | $112,887+2.4% | $139,434-17.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.83% | 40.88%-27.1pp | 34.10%-20.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,322 | $4,625-6.6% | $4,563-5.3% | $4,751-9.0% |
| Participant deferral / active EE | $1,824 | $6,512-72.0% | $6,513-72.0% | $6,710-72.8% |
| Admin fee / account holder | $3,406 | $8,527-60.1% | $7,047-51.7% | $11,403-70.1% |