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 | $74,208 | $94,625-21.6% | $116,228-36.2% | $84,808-12.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.39% | 20.40%-9.0pp | 90.06%-78.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $261 | $2,347-88.9% | $2,994-91.3% | $2,631-90.1% |
| Participant deferral / active EE | $3,437 | $3,972-13.5% | $4,953-30.6% | $4,212-18.4% |
| Admin fee / account holder | $8,307 | $10,091-17.7% | $11,989-30.7% | $7,344+13.1% |