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 | $141,493 | $101,724+39.1% | $164,813-14.1% | $80,856+75.0% |
| Participation rate | 88.0% | 71.8%+16.1pp | 78.6%+9.3pp | 67.6%+20.3pp |
| Annual return | 10.49% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,973 | $4,477+78.1% | $6,031+32.2% | $4,296+85.6% |
| Admin fee / account holder | $31,260 | $8,227+280.0% | $12,690+146.3% | $6,918+351.9% |