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 | $87,850 | $83,477+5.2% | $125,175-29.8% | $72,985+20.4% |
| Participation rate | 74.6% | 73.3%+1.3pp | 79.8%-5.2pp | 69.5%+5.1pp |
| Annual return | 15.37% | 25.78%-10.4pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,517 | $3,585-1.9% | $4,937-28.8% | $3,607-2.5% |
| Admin fee / account holder | $17,686 | $5,517+220.5% | $9,702+82.3% | $5,124+245.1% |