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 | $57,050 | $60,892-6.3% | $82,389-30.8% | $84,808-32.7% |
| Participation rate | 75.9% | 63.3%+12.6pp | 69.5%+6.3pp | 68.3%+7.6pp |
| Annual return | 11.85% | 37.29%-25.4pp | 28.67%-16.8pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,522 | $3,179-20.7% | $4,155-39.3% | $4,212-40.1% |
| Admin fee / account holder | $8,046 | $5,467+47.2% | $7,231+11.3% | $7,344+9.6% |