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 | $106,154 | $202,318-47.5% | $172,739-38.5% | $152,861-30.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 12.17% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,178 | $5,856-79.9% | $5,143-77.1% | $4,762-75.3% |
| Participant deferral / active EE | $4,060 | $5,948-31.7% | $5,198-21.9% | $5,850-30.6% |
| Admin fee / account holder | $554 | $17,109-96.8% | $13,954-96.0% | $11,596-95.2% |