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 | $47,164 | $80,968-41.7% | $96,544-51.1% | $75,163-37.3% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 10.68% | 27.06%-16.4pp | 25.84%-15.2pp | 160.62%-149.9pp |
| Employer contribution / active EE | $497 | $2,282-78.2% | $2,965-83.2% | $2,670-81.4% |
| Participant deferral / active EE | $4,452 | $3,928+13.3% | $4,851-8.2% | $4,125+7.9% |
| Admin fee / account holder | $12,648 | $6,724+88.1% | $8,252+53.3% | $5,651+123.8% |