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 4-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 | $203,308 | $179,726+13.1% | $156,263+30.1% | $142,382+42.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.63% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $726 | $5,069-85.7% | $4,333-83.2% | $4,299-83.1% |
| Participant deferral / active EE | $6,374 | $6,956-8.4% | $6,158+3.5% | $6,507-2.1% |
| Admin fee / account holder | $1,215 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |