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 | $154,508 | $94,625+63.3% | $116,228+32.9% | $84,808+82.2% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 12.01% | 20.40%-8.4pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $517 | $2,347-78.0% | $2,994-82.7% | $2,631-80.3% |
| Participant deferral / active EE | $2,277 | $3,972-42.7% | $4,953-54.0% | $4,212-45.9% |
| Admin fee / account holder | $15,344 | $10,091+52.1% | $11,989+28.0% | $7,344+108.9% |