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 | $29,340 | $89,753-67.3% | $107,525-72.7% | $84,808-65.4% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 12.43% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $539 | $3,113-82.7% | $3,754-85.6% | $2,631-79.5% |
| Participant deferral / active EE | $3,378 | $4,056-16.7% | $5,116-34.0% | $4,212-19.8% |
| Admin fee / account holder | $3,521 | $7,222-51.2% | $8,919-60.5% | $7,344-52.1% |