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 | $165,220 | $86,286+91.5% | $111,297+48.4% | $85,850+92.5% |
| Participation rate | 89.6% | 73.3%+16.2pp | 77.3%+12.2pp | 69.3%+20.2pp |
| Annual return | 10.26% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $327 | $2,043-84.0% | $2,731-88.0% | $2,565-87.2% |
| Participant deferral / active EE | $4,347 | $3,641+19.4% | $4,487-3.1% | $3,952+10.0% |
| Admin fee / account holder | $9,341 | $8,188+14.1% | $7,964+17.3% | $6,260+49.2% |