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 | $79,175 | $81,460-2.8% | $103,333-23.4% | $80,856-2.1% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 8.23% | 25.55%-17.3pp | 24.88%-16.7pp | 35.59%-27.4pp |
| Employer contribution / active EE | $170 | $3,105-94.5% | $3,868-95.6% | $2,755-93.8% |
| Participant deferral / active EE | $2,625 | $3,869-32.1% | $5,057-48.1% | $4,296-38.9% |
| Admin fee / account holder | $22,396 | $6,566+241.1% | $8,355+168.1% | $6,918+223.7% |