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 | $109,765 | $103,376+6.2% | $87,100+26.0% | $152,861-28.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | -0.22% | 28.10%-28.3pp | 28.19%-28.4pp | 345.32%-345.5pp |
| Employer contribution / active EE | $390 | $3,220-87.9% | $2,521-84.5% | $4,762-91.8% |
| Participant deferral / active EE | $2,594 | $4,778-45.7% | $4,049-35.9% | $5,850-55.7% |
| Admin fee / account holder | $6,807 | $12,205-44.2% | $7,497-9.2% | $11,596-41.3% |