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 | $130,313 | $54,705+138.2% | $71,209+83.0% | $84,808+53.7% |
| Participation rate | 72.0% | 64.1%+7.9pp | 73.8%-1.8pp | 68.3%+3.7pp |
| Annual return | 11.01% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,674 | $3,030-44.8% | $4,175-59.9% | $4,212-60.2% |
| Admin fee / account holder | $16,761 | $4,863+244.6% | $5,349+213.4% | $7,344+128.2% |