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 | $146,483 | $214,378-31.7% | $200,582-27.0% | $142,382+2.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 7.63% | 46.41%-38.8pp | 42.33%-34.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $868 | $6,841-87.3% | $6,419-86.5% | $4,299-79.8% |
| Participant deferral / active EE | $3,754 | $9,865-61.9% | $9,331-59.8% | $6,507-42.3% |
| Admin fee / account holder | $31,131 | $17,692+76.0% | $16,305+90.9% | $12,624+146.6% |