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 | $236,641 | $114,381+106.9% | $107,525+120.1% | $142,382+66.2% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 9.27% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,454 | $5,564+34.0% | $5,116+45.7% | $6,507+14.5% |
| Admin fee / account holder | $8,747 | $9,860-11.3% | $8,919-1.9% | $12,624-30.7% |