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 | $63,753 | $86,929-26.7% | $102,423-37.8% | $80,856-21.2% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.8pp |
| Annual return | 10.35% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $191 | $2,369-91.9% | $3,023-93.7% | $2,755-93.1% |
| Participant deferral / active EE | $2,603 | $4,118-36.8% | $5,053-48.5% | $4,296-39.4% |
| Admin fee / account holder | $4,651 | $8,049-42.2% | $9,451-50.8% | $6,918-32.8% |