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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,966 | $153,772+53.5% | $133,980+76.1% | $273,961-13.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | -4.71% | 36.51%-41.2pp | 29.30%-34.0pp | 41.45%-46.2pp |
| Employer contribution / active EE | $700 | $6,029-88.4% | $5,211-86.6% | $4,869-85.6% |
| Participant deferral / active EE | $15,000 | $6,958+115.6% | $6,282+138.8% | $5,287+183.7% |
| Admin fee / account holder | $3,344 | $11,765-71.6% | $9,324-64.1% | $10,132-67.0% |