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 | $78,476 | $80,968-3.1% | $96,544-18.7% | $75,163+4.4% |
| Participation rate | 93.5% | 71.8%+21.8pp | 76.0%+17.6pp | 67.2%+26.4pp |
| Annual return | 12.52% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $580 | $2,282-74.6% | $2,965-80.5% | $2,670-78.3% |
| Participant deferral / active EE | $4,027 | $3,928+2.5% | $4,851-17.0% | $4,125-2.4% |
| Admin fee / account holder | $1,255 | $6,724-81.3% | $8,252-84.8% | $5,651-77.8% |