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 | $121,790 | $95,803+27.1% | $113,168+7.6% | $84,808+43.6% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.5pp |
| Annual return | 9.14% | 25.00%-15.9pp | 24.27%-15.1pp | 40.90%-31.8pp |
| Employer contribution / active EE | $383 | $2,360-83.8% | $2,975-87.1% | $2,631-85.5% |
| Participant deferral / active EE | $3,002 | $4,242-29.2% | $5,107-41.2% | $4,212-28.7% |
| Admin fee / account holder | $5,496 | $8,989-38.9% | $12,068-54.5% | $7,344-25.2% |