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 | $199,548 | $183,519+8.7% | $155,509+28.3% | $145,922+36.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $917 | $5,313-82.7% | $4,672-80.4% | $4,660-80.3% |
| Participant deferral / active EE | $10,830 | $6,462+67.6% | $5,626+92.5% | $6,688+61.9% |
| Admin fee / account holder | $20,507 | $19,313+6.2% | $15,912+28.9% | $13,397+53.1% |