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 | $146,342 | $148,534-1.5% | $135,903+7.7% | $139,434+5.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.76% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,865 | $5,243-64.4% | $4,856-61.6% | $4,751-60.7% |
| Participant deferral / active EE | $2,318 | $8,100-71.4% | $7,758-70.1% | $6,710-65.5% |
| Admin fee / account holder | $1,293 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |