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 | $184,941 | $109,881+68.3% | $150,045+23.3% | $84,808+118.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.00% | 28.25%-17.2pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $350 | $3,561-90.2% | $4,693-92.5% | $2,631-86.7% |
| Participant deferral / active EE | $11,511 | $6,636+73.5% | $7,997+43.9% | $4,212+173.3% |
| Admin fee / account holder | $46,064 | $8,568+437.6% | $13,435+242.9% | $7,344+527.3% |