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 | $74,315 | $110,257-32.6% | $96,544-23.0% | $139,434-46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.95% | 26.32%-19.4pp | 25.84%-18.9pp | 372.94%-366.0pp |
| Employer contribution / active EE | $712 | $3,620-80.3% | $2,965-76.0% | $4,751-85.0% |
| Participant deferral / active EE | $3,361 | $5,548-39.4% | $4,851-30.7% | $6,710-49.9% |
| Admin fee / account holder | $16,196 | $11,591+39.7% | $8,252+96.3% | $11,403+42.0% |