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 | $144,346 | $154,117-6.3% | $129,995+11.0% | $139,434+3.5% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 14.84% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $408 | $5,289-92.3% | $4,320-90.6% | $4,751-91.4% |
| Participant deferral / active EE | $6,597 | $6,710-1.7% | $5,820+13.4% | $6,710-1.7% |
| Admin fee / account holder | $1,273 | $14,007-90.9% | $10,614-88.0% | $11,403-88.8% |