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 | $98,494 | $64,839+51.9% | $95,585+3.0% | $84,808+16.1% |
| Participation rate | 89.1% | 63.8%+25.3pp | 72.1%+17.0pp | 68.3%+20.8pp |
| Annual return | 13.12% | -670.96%+684.1pp | 38.56%-25.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,413 | $2,965+15.1% | $4,023-15.2% | $4,212-19.0% |
| Admin fee / account holder | $18,780 | $5,964+214.9% | $6,127+206.5% | $7,344+155.7% |