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 8-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 | $76,410 | $127,065-39.9% | $113,168-32.5% | $142,382-46.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 11.20% | 24.03%-12.8pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $293 | $3,442-91.5% | $2,975-90.1% | $4,299-93.2% |
| Participant deferral / active EE | $6,493 | $5,716+13.6% | $5,107+27.1% | $6,507-0.2% |
| Admin fee / account holder | $166,905 | $15,736+960.7% | $12,068+1283.1% | $12,624+1222.2% |