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 | $97,633 | $80,968+20.6% | $96,544+1.1% | $75,163+29.9% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.4pp | 67.2%+13.2pp |
| Annual return | 0.82% | 27.06%-26.2pp | 25.84%-25.0pp | 160.62%-159.8pp |
| Employer contribution / active EE | $575 | $2,282-74.8% | $2,965-80.6% | $2,670-78.5% |
| Participant deferral / active EE | $3,161 | $3,928-19.5% | $4,851-34.8% | $4,125-23.4% |
| Admin fee / account holder | $5,825 | $6,724-13.4% | $8,252-29.4% | $5,651+3.1% |