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 | $105,244 | $81,208+29.6% | $98,907+6.4% | $79,858+31.8% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 7.38% | 60.99%-53.6pp | 196.43%-189.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,089 | $3,265+55.9% | $4,244+19.9% | $3,740+36.1% |
| Admin fee / account holder | $10,950 | $6,013+82.1% | $6,642+64.9% | $5,306+106.4% |