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 | $94,106 | $153,772-38.8% | $133,980-29.8% | $273,961-65.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.17% | 36.51%-36.3pp | 29.30%-29.1pp | 41.45%-41.3pp |
| Employer contribution / active EE | $248 | $6,029-95.9% | $5,211-95.2% | $4,869-94.9% |
| Participant deferral / active EE | $4,992 | $6,958-28.3% | $6,282-20.5% | $5,287-5.6% |
| Admin fee / account holder | $2,925 | $11,765-75.1% | $9,324-68.6% | $10,132-71.1% |