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 | $155,433 | $171,865-9.6% | $149,718+3.8% | $147,584+5.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.65% | 2113.22%-2110.6pp | 1501.63%-1499.0pp | 578.55%-575.9pp |
| Employer contribution / active EE | $1,192 | $6,275-81.0% | $5,445-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $6,597 | $7,271-9.3% | $6,569+0.4% | $5,439+21.3% |
| Admin fee / account holder | $465 | $13,799-96.6% | $11,283-95.9% | $10,885-95.7% |