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 | $100,677 | $51,175+96.7% | $70,515+42.8% | $75,163+33.9% |
| Participation rate | 72.6% | 60.9%+11.6pp | 68.3%+4.2pp | 67.2%+5.4pp |
| Annual return | 13.20% | 30.02%-16.8pp | 32.77%-19.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $330 | $1,826-81.9% | $2,973-88.9% | $2,670-87.6% |
| Participant deferral / active EE | $5,248 | $2,849+84.2% | $4,567+14.9% | $4,125+27.2% |
| Admin fee / account holder | $6,777 | $4,091+65.7% | $6,412+5.7% | $5,651+19.9% |