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 | $61,384 | $89,355-31.3% | $141,162-56.5% | $72,985-15.9% |
| Participation rate | 78.4% | 75.1%+3.3pp | 82.5%-4.1pp | 69.5%+8.9pp |
| Annual return | 18.64% | 111.85%-93.2pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $267 | $3,114-91.4% | $4,735-94.4% | $2,440-89.0% |
| Participant deferral / active EE | $4,107 | $5,418-24.2% | $6,709-38.8% | $3,607+13.9% |
| Admin fee / account holder | $18,107 | $5,958+203.9% | $10,261+76.5% | $5,124+253.4% |