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 6-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.
Employer 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 | $150,730 | $176,812-14.8% | $146,665+2.8% | $167,490-10.0% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 12.08% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $420 | $5,160-91.9% | $4,136-89.9% | $4,837-91.3% |
| Participant deferral / active EE | $6,800 | $6,440+5.6% | $5,506+23.5% | $6,341+7.2% |
| Admin fee / account holder | $640 | $13,259-95.2% | $10,280-93.8% | $12,309-94.8% |