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.
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 | $139,298 | $62,586+122.6% | $76,768+81.5% | $64,186+117.0% |
| Participation rate | 97.1% | 72.8%+24.2pp | 77.0%+20.1pp | 69.6%+27.5pp |
| Annual return | -6.33% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $334 | $1,832-81.8% | $2,485-86.6% | $2,381-86.0% |
| Participant deferral / active EE | $7,308 | $3,145+132.4% | $3,852+89.7% | $3,470+110.6% |
| Admin fee / account holder | $798 | $4,667-82.9% | $6,675-88.0% | $4,888-83.7% |