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 | $108,084 | $73,933+46.2% | $96,683+11.8% | $75,163+43.8% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 12.82% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $694 | $2,928-76.3% | $3,737-81.4% | $2,670-74.0% |
| Participant deferral / active EE | $4,947 | $3,659+35.2% | $4,878+1.4% | $4,125+19.9% |
| Admin fee / account holder | $2,605 | $5,216-50.1% | $6,730-61.3% | $5,651-53.9% |