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 | $99,830 | $78,422+27.3% | $95,952+4.0% | $79,858+25.0% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 12.61% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,778 | $1,945+42.8% | $2,541+9.3% | $2,471+12.4% |
| Participant deferral / active EE | $1,406 | $3,440-59.1% | $4,167-66.3% | $3,740-62.4% |
| Admin fee / account holder | $9,795 | $5,622+74.2% | $6,795+44.1% | $5,306+84.6% |