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 | $152,588 | $110,257+38.4% | $96,544+58.1% | $139,434+9.4% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 9.40% | 26.32%-16.9pp | 25.84%-16.4pp | 372.94%-363.5pp |
| Employer contribution / active EE | $641 | $3,620-82.3% | $2,965-78.4% | $4,751-86.5% |
| Participant deferral / active EE | $6,407 | $5,548+15.5% | $4,851+32.1% | $6,710-4.5% |
| Admin fee / account holder | $65,100 | $11,591+461.6% | $8,252+688.9% | $11,403+470.9% |