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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,816 | $175,202-42.5% | $149,673-32.6% | $139,434-27.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 6.08% | 166.71%-160.6pp | 134.42%-128.3pp | 372.94%-366.9pp |
| Employer contribution / active EE | $966 | $5,474-82.4% | $4,818-80.0% | $4,751-79.7% |
| Participant deferral / active EE | $6,121 | $6,519-6.1% | $5,680+7.8% | $6,710-8.8% |
| Admin fee / account holder | $252,201 | $16,150+1461.6% | $13,210+1809.2% | $11,403+2111.8% |