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 | $243,321 | $214,378+13.5% | $200,582+21.3% | $142,382+70.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.54% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,084 | $6,841-84.2% | $6,419-83.1% | $4,299-74.8% |
| Participant deferral / active EE | $5,842 | $9,865-40.8% | $9,331-37.4% | $6,507-10.2% |
| Admin fee / account holder | $1,550 | $17,692-91.2% | $16,305-90.5% | $12,624-87.7% |