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 | $108,259 | $53,822+101.1% | $75,696+43.0% | $85,850+26.1% |
| Participation rate | 86.5% | 69.1%+17.4pp | 74.8%+11.7pp | 69.3%+17.2pp |
| Annual return | 11.71% | 24.54%-12.8pp | 104.53%-92.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,434 | $2,895+87.7% | $3,821+42.2% | $3,952+37.5% |
| Admin fee / account holder | $6,372 | $3,343+90.6% | $3,619+76.1% | $6,260+1.8% |