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 | $227,761 | $159,602+42.7% | $150,045+51.8% | $142,382+60.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 5.61% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $589 | $4,961-88.1% | $4,693-87.5% | $4,299-86.3% |
| Participant deferral / active EE | $8,536 | $8,310+2.7% | $7,997+6.7% | $6,507+31.2% |
| Admin fee / account holder | $15,895 | $14,846+7.1% | $13,435+18.3% | $12,624+25.9% |