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 | $184,755 | $65,041+184.1% | $90,951+103.1% | $79,858+131.4% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.0%+3.7pp | 69.6%+3.1pp |
| Annual return | 8.73% | 30.45%-21.7pp | 134.60%-125.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,164 | $2,512-13.8% | $3,373-35.8% | $3,740-42.1% |
| Admin fee / account holder | $11,009 | $4,536+142.7% | $5,959+84.8% | $5,306+107.5% |