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 | $100,643 | $84,556+19.0% | $116,228-13.4% | $74,304+35.4% |
| Participation rate | 76.9% | 66.0%+10.9pp | 74.6%+2.4pp | 60.3%+16.6pp |
| Annual return | 12.39% | 18.35%-6.0pp | 90.06%-77.7pp | 29.43%-17.0pp |
| Employer contribution / active EE | $546 | $2,168-74.8% | $2,994-81.8% | $2,241-75.6% |
| Participant deferral / active EE | $4,326 | $3,814+13.4% | $4,953-12.7% | $3,767+14.8% |
| Admin fee / account holder | $7,925 | $3,792+109.0% | $11,989-33.9% | $2,969+166.9% |