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 | $160,590 | $48,046+234.2% | $84,611+89.8% | $72,985+120.0% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 17.50% | 37.38%-19.9pp | 258.74%-241.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,568 | $2,680+33.1% | $3,899-8.5% | $3,607-1.1% |
| Admin fee / account holder | $2,514 | $3,395-25.9% | $4,912-48.8% | $5,124-50.9% |