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 | $175,561 | $93,571+87.6% | $135,903+29.2% | $75,163+133.6% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 14.46% | 30.90%-16.4pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,328 | $6,404+123.7% | $7,758+84.7% | $4,125+247.3% |
| Admin fee / account holder | $31,852 | $6,975+356.6% | $10,762+196.0% | $5,651+463.7% |