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 | $103,547 | $56,053+84.7% | $75,972+36.3% | $80,856+28.1% |
| Participation rate | 70.8% | 62.0%+8.7pp | 69.1%+1.7pp | 67.6%+3.1pp |
| Annual return | 8.73% | 20.53%-11.8pp | 359.55%-350.8pp | 35.59%-26.9pp |
| Employer contribution / active EE | $323 | $1,874-82.8% | $2,685-88.0% | $2,755-88.3% |
| Participant deferral / active EE | $5,509 | $3,052+80.5% | $4,255+29.4% | $4,296+28.2% |
| Admin fee / account holder | $13,892 | $5,234+165.4% | $6,467+114.8% | $6,918+100.8% |