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 | $89,575 | $109,881-18.5% | $150,045-40.3% | $84,808+5.6% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 8.26% | 28.25%-20.0pp | 62.55%-54.3pp | 40.90%-32.6pp |
| Employer contribution / active EE | $450 | $3,561-87.4% | $4,693-90.4% | $2,631-82.9% |
| Participant deferral / active EE | $3,426 | $6,636-48.4% | $7,997-57.2% | $4,212-18.7% |
| Admin fee / account holder | $31,690 | $8,568+269.9% | $13,435+135.9% | $7,344+331.5% |