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 | $123,001 | $214,378-42.6% | $200,582-38.7% | $142,382-13.6% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 6.99% | 46.41%-39.4pp | 42.33%-35.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $711 | $6,841-89.6% | $6,419-88.9% | $4,299-83.5% |
| Participant deferral / active EE | $6,780 | $9,865-31.3% | $9,331-27.3% | $6,507+4.2% |
| Admin fee / account holder | $12,286 | $17,692-30.6% | $16,305-24.6% | $12,624-2.7% |