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 | $70,830 | $138,347-48.8% | $184,203-61.5% | $80,856-12.4% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.6%+17.0pp |
| Annual return | 10.72% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,332 | $4,850-72.5% | $6,427-79.3% | $2,755-51.7% |
| Participant deferral / active EE | $4,210 | $7,071-40.5% | $9,131-53.9% | $4,296-2.0% |
| Admin fee / account holder | $8,325 | $10,483-20.6% | $13,901-40.1% | $6,918+20.3% |