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 | $217,198 | $175,202+24.0% | $149,673+45.1% | $139,434+55.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 4.53% | 166.71%-162.2pp | 134.42%-129.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $524 | $5,474-90.4% | $4,818-89.1% | $4,751-89.0% |
| Participant deferral / active EE | $2,180 | $6,519-66.6% | $5,680-61.6% | $6,710-67.5% |
| Admin fee / account holder | $553 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |