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 | $163,339 | $48,795+234.7% | $65,493+149.4% | $84,808+92.6% |
| Participation rate | 72.5% | 67.0%+5.5pp | 73.1%-0.6pp | 68.3%+4.2pp |
| Annual return | 11.27% | 20.20%-8.9pp | 982.45%-971.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,344 | $2,928+82.5% | $3,961+34.9% | $4,212+26.9% |
| Admin fee / account holder | $4,844 | $3,877+24.9% | $5,028-3.7% | $7,344-34.0% |