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 | $169,659 | $148,978+13.9% | $200,582-15.4% | $84,808+100.1% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 12.96% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,420 | $4,815-70.5% | $6,419-77.9% | $2,631-46.0% |
| Participant deferral / active EE | $7,178 | $7,142+0.5% | $9,331-23.1% | $4,212+70.4% |
| Admin fee / account holder | $1,132 | $13,977-91.9% | $16,305-93.1% | $7,344-84.6% |