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 | $165,803 | $214,378-22.7% | $200,582-17.3% | $142,382+16.4% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 8.14% | 46.41%-38.3pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,097 | $6,841-84.0% | $6,419-82.9% | $4,299-74.5% |
| Participant deferral / active EE | $14,613 | $9,865+48.1% | $9,331+56.6% | $6,507+124.6% |
| Admin fee / account holder | $113,203 | $17,692+539.9% | $16,305+594.3% | $12,624+796.8% |