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 | $124,480 | $214,378-41.9% | $200,582-37.9% | $142,382-12.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 8.72% | 46.41%-37.7pp | 42.33%-33.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $983 | $6,841-85.6% | $6,419-84.7% | $4,299-77.1% |
| Participant deferral / active EE | $5,021 | $9,865-49.1% | $9,331-46.2% | $6,507-22.8% |
| Admin fee / account holder | $24,689 | $17,692+39.5% | $16,305+51.4% | $12,624+95.6% |