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 | $213,553 | $87,013+145.4% | $106,213+101.1% | $80,856+164.1% |
| Participation rate | 79.4% | 70.4%+9.0pp | 75.3%+4.1pp | 67.6%+11.8pp |
| Annual return | 7.10% | 17.05%-10.0pp | 116.14%-109.0pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,628 | $3,986+91.4% | $5,016+52.1% | $4,296+77.6% |
| Admin fee / account holder | $15,556 | $8,431+84.5% | $11,033+41.0% | $6,918+124.9% |