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 | $136,704 | $72,277+89.1% | $101,248+35.0% | $79,858+71.2% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 10.39% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $583 | $2,692-78.3% | $3,660-84.1% | $2,471-76.4% |
| Participant deferral / active EE | $4,329 | $3,282+31.9% | $4,370-0.9% | $3,740+15.7% |
| Admin fee / account holder | $27,369 | $4,400+522.0% | $5,945+360.3% | $5,306+415.8% |