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 | $149,590 | $117,983+26.8% | $101,794+47.0% | $142,382+5.1% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.2%+1.6pp | 80.1%-9.3pp |
| Annual return | 9.02% | 36.92%-27.9pp | 30.53%-21.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $373 | $2,773-86.5% | $2,289-83.7% | $4,299-91.3% |
| Participant deferral / active EE | $4,409 | $4,714-6.5% | $4,084+8.0% | $6,507-32.2% |
| Admin fee / account holder | $18,969 | $10,433+81.8% | $8,777+116.1% | $12,624+50.3% |