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 | $75,496 | $115,770-34.8% | $101,248-25.4% | $158,922-52.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 7.12% | 56.14%-49.0pp | 46.47%-39.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $525 | $4,175-87.4% | $3,660-85.7% | $4,761-89.0% |
| Participant deferral / active EE | $4,086 | $4,957-17.6% | $4,370-6.5% | $5,982-31.7% |
| Admin fee / account holder | $24,507 | $7,245+238.3% | $5,945+312.2% | $11,246+117.9% |