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 | $132,476 | $95,803+38.3% | $113,168+17.1% | $84,808+56.2% |
| Participation rate | 84.8% | 72.9%+12.0pp | 76.6%+8.3pp | 68.3%+16.5pp |
| Annual return | 11.51% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,780 | $4,242+107.0% | $5,107+71.9% | $4,212+108.5% |
| Admin fee / account holder | $7,352 | $8,989-18.2% | $12,068-39.1% | $7,344+0.1% |