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 | $180,901 | $89,753+101.6% | $107,525+68.2% | $84,808+113.3% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 8.49% | 29.48%-21.0pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $723 | $3,113-76.8% | $3,754-80.8% | $2,631-72.5% |
| Participant deferral / active EE | $5,213 | $4,056+28.5% | $5,116+1.9% | $4,212+23.8% |
| Admin fee / account holder | $41,930 | $7,222+480.6% | $8,919+370.1% | $7,344+471.0% |