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 | $36,662 | $109,413-66.5% | $156,263-76.5% | $84,808-56.8% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 10.63% | 20.18%-9.6pp | 59.47%-48.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $671 | $2,907-76.9% | $4,333-84.5% | $2,631-74.5% |
| Participant deferral / active EE | $4,170 | $4,590-9.2% | $6,158-32.3% | $4,212-1.0% |
| Admin fee / account holder | $3,285 | $9,357-64.9% | $14,255-77.0% | $7,344-55.3% |