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 | $122,881 | $76,367+60.9% | $93,606+31.3% | $72,985+68.4% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 15.58% | 25.82%-10.2pp | 32.76%-17.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $317 | $2,275-86.1% | $2,718-88.3% | $2,440-87.0% |
| Participant deferral / active EE | $1,873 | $3,538-47.1% | $4,069-54.0% | $3,607-48.1% |
| Admin fee / account holder | $4,670 | $6,838-31.7% | $7,888-40.8% | $5,124-8.9% |