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 | $98,523 | $78,705+25.2% | $117,854-16.4% | $70,131+40.5% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 10.21% | 23.30%-13.1pp | 335.08%-324.9pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,772 | $3,297+44.7% | $4,482+6.5% | $3,332+43.2% |
| Admin fee / account holder | $22,181 | $5,065+337.9% | $8,020+176.6% | $4,645+377.5% |