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 | $122,136 | $109,881+11.2% | $150,045-18.6% | $84,808+44.0% |
| Participation rate | 87.0% | 76.1%+11.0pp | 82.3%+4.7pp | 68.3%+18.7pp |
| Annual return | 12.19% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $734 | $3,561-79.4% | $4,693-84.4% | $2,631-72.1% |
| Participant deferral / active EE | $3,158 | $6,636-52.4% | $7,997-60.5% | $4,212-25.0% |
| Admin fee / account holder | $8,804 | $8,568+2.8% | $13,435-34.5% | $7,344+19.9% |