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 | $77,887 | $138,347-43.7% | $184,203-57.7% | $80,856-3.7% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 10.97% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,368 | $7,071-38.2% | $9,131-52.2% | $4,296+1.7% |
| Admin fee / account holder | $2,376 | $10,483-77.3% | $13,901-82.9% | $6,918-65.7% |