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 | $80,893 | $95,803-15.6% | $113,168-28.5% | $84,808-4.6% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 10.05% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $687 | $2,360-70.9% | $2,975-76.9% | $2,631-73.9% |
| Participant deferral / active EE | $5,437 | $4,242+28.2% | $5,107+6.5% | $4,212+29.1% |
| Admin fee / account holder | $19,814 | $8,989+120.4% | $12,068+64.2% | $7,344+169.8% |