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 | $101,601 | $135,952-25.3% | $123,892-18.0% | $273,961-62.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 1.80% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $642 | $5,170-87.6% | $4,617-86.1% | $4,869-86.8% |
| Participant deferral / active EE | $3,764 | $6,343-40.7% | $5,984-37.1% | $5,287-28.8% |
| Admin fee / account holder | $452 | $9,817-95.4% | $8,357-94.6% | $10,132-95.5% |