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 | $228,493 | $109,881+107.9% | $150,045+52.3% | $84,808+169.4% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 12.43% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,788 | $6,636+153.0% | $7,997+109.9% | $4,212+298.6% |
| Admin fee / account holder | $24,112 | $8,568+181.4% | $13,435+79.5% | $7,344+228.3% |