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 | $124,761 | $109,359+14.1% | $162,163-23.1% | $72,985+70.9% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 17.44% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.6pp |
| Employer contribution / active EE | $206 | $3,907-94.7% | $5,614-96.3% | $2,440-91.6% |
| Participant deferral / active EE | $5,545 | $5,481+1.2% | $7,298-24.0% | $3,607+53.7% |
| Admin fee / account holder | $12,405 | $7,972+55.6% | $10,843+14.4% | $5,124+142.1% |