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 | $128,645 | $112,096+14.8% | $95,952+34.1% | $158,922-19.1% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 4.33% | 171.09%-166.8pp | 91.61%-87.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $287 | $3,198-91.0% | $2,541-88.7% | $4,761-94.0% |
| Participant deferral / active EE | $3,060 | $4,784-36.0% | $4,167-26.6% | $5,982-48.9% |
| Admin fee / account holder | $2,470 | $10,130-75.6% | $6,795-63.6% | $11,246-78.0% |