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 | $124,267 | $99,985+24.3% | $146,665-15.3% | $85,850+44.7% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 22.90% | 18.93%+4.0pp | 22.74%+0.2pp | 318.53%-295.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,246 | $4,006-68.9% | $5,506-77.4% | $3,952-68.5% |
| Admin fee / account holder | $3,579 | $7,702-53.5% | $10,280-65.2% | $6,260-42.8% |