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 | $66,150 | $165,984-60.1% | $164,813-59.9% | $145,922-54.7% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 8.37% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-552.9pp |
| Employer contribution / active EE | $687 | $5,273-87.0% | $4,341-84.2% | $4,660-85.3% |
| Participant deferral / active EE | $2,435 | $6,959-65.0% | $6,031-59.6% | $6,688-63.6% |
| Admin fee / account holder | $1,260 | $16,648-92.4% | $12,690-90.1% | $13,397-90.6% |