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 | $156,993 | $138,044+13.7% | $125,339+25.3% | $134,475+16.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -22.41% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $694 | $5,243-86.8% | $4,814-85.6% | $4,740-85.4% |
| Participant deferral / active EE | $8,268 | $7,799+6.0% | $7,446+11.0% | $6,400+29.2% |
| Admin fee / account holder | $22,169 | $11,571+91.6% | $10,010+121.5% | $11,426+94.0% |