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 | $131,185 | $56,277+133.1% | $80,975+62.0% | $62,891+108.6% |
| Participation rate | 75.6% | 69.0%+6.7pp | 75.8%-0.2pp | 69.3%+6.3pp |
| Annual return | 5.45% | 22.12%-16.7pp | 17.10%-11.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,359 | $4,195+194.6% | $5,696+117.0% | $3,203+285.9% |
| Admin fee / account holder | $11,741 | $3,741+213.9% | $5,516+112.9% | $4,296+173.3% |