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 | $122,254 | $115,770+5.6% | $101,248+20.7% | $158,922-23.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 4.21% | 56.14%-51.9pp | 46.47%-42.3pp | 302.83%-298.6pp |
| Employer contribution / active EE | $339 | $4,175-91.9% | $3,660-90.8% | $4,761-92.9% |
| Participant deferral / active EE | $4,388 | $4,957-11.5% | $4,370+0.4% | $5,982-26.7% |
| Admin fee / account holder | $17,529 | $7,245+141.9% | $5,945+194.8% | $11,246+55.9% |