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 | $128,664 | $137,414-6.4% | $189,513-32.1% | $85,850+49.9% |
| Participation rate | 73.1% | 84.6%-11.5pp | 87.8%-14.7pp | 69.3%+3.8pp |
| Annual return | 7.08% | 38.14%-31.1pp | 555.15%-548.1pp | 318.53%-311.4pp |
| Employer contribution / active EE | $686 | $4,344-84.2% | $6,162-88.9% | $2,565-73.3% |
| Participant deferral / active EE | $4,333 | $6,260-30.8% | $8,221-47.3% | $3,952+9.6% |
| Admin fee / account holder | $2,041 | $8,630-76.3% | $12,045-83.1% | $6,260-67.4% |