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 | $66,213 | $53,018+24.9% | $70,014-5.4% | $62,891+5.3% |
| Participation rate | 76.6% | 67.2%+9.4pp | 71.8%+4.8pp | 69.3%+7.3pp |
| Annual return | 3.39% | 13.35%-10.0pp | 12.99%-9.6pp | 20.14%-16.8pp |
| Employer contribution / active EE | $66 | $1,799-96.3% | $2,338-97.2% | $2,281-97.1% |
| Participant deferral / active EE | $1,821 | $2,395-24.0% | $2,931-37.9% | $3,203-43.2% |
| Admin fee / account holder | $3,033 | $3,690-17.8% | $4,380-30.7% | $4,296-29.4% |