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 | $117,952 | $179,726-34.4% | $156,263-24.5% | $142,382-17.2% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 7.78% | 77.86%-70.1pp | 59.47%-51.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $243 | $5,069-95.2% | $4,333-94.4% | $4,299-94.4% |
| Participant deferral / active EE | $2,429 | $6,956-65.1% | $6,158-60.6% | $6,507-62.7% |
| Admin fee / account holder | $27,584 | $17,272+59.7% | $14,255+93.5% | $12,624+118.5% |