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 | $168,515 | $98,750+70.6% | $149,696+12.6% | $79,858+111.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 11.77% | 27.43%-15.7pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,165 | $5,680+114.2% | $6,842+77.8% | $3,740+225.3% |
| Admin fee / account holder | $14,762 | $6,053+143.9% | $9,309+58.6% | $5,306+178.2% |