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 | $170,657 | $162,781+4.8% | $133,956+27.4% | $158,922+7.4% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 4.63% | 41.94%-37.3pp | 45.09%-40.5pp | 302.83%-298.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,210 | $5,911-11.9% | $5,048+3.2% | $5,982-12.9% |
| Admin fee / account holder | $21,518 | $11,736+83.3% | $8,927+141.0% | $11,246+91.3% |