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 | $55,819 | $80,968-31.1% | $96,544-42.2% | $75,163-25.7% |
| Participation rate | 78.8% | 71.8%+7.1pp | 76.0%+2.9pp | 67.2%+11.7pp |
| Annual return | 12.60% | 27.06%-14.5pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,170 | $3,928-44.8% | $4,851-55.3% | $4,125-47.4% |
| Admin fee / account holder | $1,530 | $6,724-77.2% | $8,252-81.5% | $5,651-72.9% |