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 | $119,727 | $90,745+31.9% | $130,231-8.1% | $75,163+59.3% |
| Participation rate | 80.8% | 71.1%+9.7pp | 76.3%+4.5pp | 67.2%+13.6pp |
| Annual return | 7.72% | 34.45%-26.7pp | 38.77%-31.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $422 | $3,314-87.3% | $4,126-89.8% | $2,670-84.2% |
| Participant deferral / active EE | $1,949 | $5,362-63.7% | $6,799-71.3% | $4,125-52.8% |
| Admin fee / account holder | $8,342 | $6,331+31.8% | $6,020+38.6% | $5,651+47.6% |