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 8-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 | $98,838 | $80,673+22.5% | $101,326-2.5% | $84,808+16.5% |
| Participation rate | 91.7% | 77.8%+13.9pp | 81.5%+10.2pp | 68.3%+23.4pp |
| Annual return | 14.40% | 38.95%-24.6pp | 36.82%-22.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,453 | $6,840+38.2% | $7,994+18.3% | $4,212+124.5% |
| Admin fee / account holder | $26,920 | $12,784+110.6% | $11,185+140.7% | $7,344+266.6% |