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 | $97,144 | $95,803+1.4% | $113,168-14.2% | $84,808+14.5% |
| Participation rate | 72.3% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+4.0pp |
| Annual return | 9.33% | 25.00%-15.7pp | 24.27%-14.9pp | 40.90%-31.6pp |
| Employer contribution / active EE | $560 | $2,360-76.3% | $2,975-81.2% | $2,631-78.7% |
| Participant deferral / active EE | $3,189 | $4,242-24.8% | $5,107-37.5% | $4,212-24.3% |
| Admin fee / account holder | $3,465 | $8,989-61.5% | $12,068-71.3% | $7,344-52.8% |