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 | $128,538 | $183,519-30.0% | $155,509-17.3% | $145,922-11.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.94% | 61.17%-57.2pp | 64.67%-60.7pp | 561.29%-557.3pp |
| Employer contribution / active EE | $286 | $5,313-94.6% | $4,672-93.9% | $4,660-93.9% |
| Participant deferral / active EE | $7,732 | $6,462+19.6% | $5,626+37.4% | $6,688+15.6% |
| Admin fee / account holder | $23,104 | $19,313+19.6% | $15,912+45.2% | $13,397+72.5% |