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 | $75,701 | $95,803-21.0% | $113,168-33.1% | $84,808-10.7% |
| Participation rate | 96.9% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.6pp |
| Annual return | 10.74% | 25.00%-14.3pp | 24.27%-13.5pp | 40.90%-30.2pp |
| Employer contribution / active EE | $274 | $2,360-88.4% | $2,975-90.8% | $2,631-89.6% |
| Participant deferral / active EE | $3,433 | $4,242-19.1% | $5,107-32.8% | $4,212-18.5% |
| Admin fee / account holder | $40,964 | $8,989+355.7% | $12,068+239.5% | $7,344+457.8% |