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 | $97,495 | $80,717+20.8% | $154,803-37.0% | $84,808+15.0% |
| Participation rate | 76.1% | 66.8%+9.3pp | 78.1%-2.0pp | 68.3%+7.8pp |
| Annual return | 11.73% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,122 | $3,303+55.1% | $5,540-7.6% | $4,212+21.6% |
| Admin fee / account holder | $5,819 | $6,746-13.7% | $14,329-59.4% | $7,344-20.8% |