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 | $84,640 | $77,634+9.0% | $156,549-45.9% | $62,891+34.6% |
| Participation rate | 77.4% | 71.2%+6.2pp | 84.0%-6.6pp | 69.3%+8.1pp |
| Annual return | 4.60% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $238 | $3,444-93.1% | $5,501-95.7% | $2,281-89.6% |
| Participant deferral / active EE | $3,393 | $3,045+11.4% | $4,871-30.4% | $3,203+5.9% |
| Admin fee / account holder | $6,212 | $5,561+11.7% | $13,027-52.3% | $4,296+44.6% |