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 3-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 | $17,978 | $159,602-88.7% | $150,045-88.0% | $142,382-87.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 29.31% | 70.24%-40.9pp | 62.55%-33.2pp | 217.08%-187.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,227 | $8,310+83.2% | $7,997+90.4% | $6,507+134.0% |
| Admin fee / account holder | $2,347 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |