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 | $65,826 | $152,587-56.9% | $125,175-47.4% | $152,861-56.9% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 9.03% | 54.84%-45.8pp | 43.79%-34.8pp | 345.32%-336.3pp |
| Employer contribution / active EE | $879 | $4,946-82.2% | $3,865-77.3% | $4,762-81.5% |
| Participant deferral / active EE | $2,037 | $5,868-65.3% | $4,937-58.7% | $5,850-65.2% |
| Admin fee / account holder | $737 | $13,434-94.5% | $9,702-92.4% | $11,596-93.6% |