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 | $173,656 | $109,881+58.0% | $150,045+15.7% | $84,808+104.8% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 13.24% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,373 | $6,636+41.2% | $7,997+17.2% | $4,212+122.6% |
| Admin fee / account holder | $13,914 | $8,568+62.4% | $13,435+3.6% | $7,344+89.5% |