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 | $165,963 | $114,381+45.1% | $107,525+54.3% | $142,382+16.6% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 11.43% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,614 | $5,564+36.8% | $5,116+48.8% | $6,507+17.0% |
| Admin fee / account holder | $792 | $9,860-92.0% | $8,919-91.1% | $12,624-93.7% |