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 | $97,289 | $100,041-2.8% | $149,718-35.0% | $70,131+38.7% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 11.92% | 27.43%-15.5pp | 1501.63%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $825 | $3,662-77.5% | $5,445-84.9% | $2,342-64.8% |
| Participant deferral / active EE | $7,819 | $4,983+56.9% | $6,569+19.0% | $3,332+134.7% |
| Admin fee / account holder | $8,488 | $8,286+2.4% | $11,283-24.8% | $4,645+82.7% |