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 | $71,516 | $85,202-16.1% | $172,739-58.6% | $72,985-2.0% |
| Participation rate | 81.9% | 70.1%+11.9pp | 82.6%-0.7pp | 69.5%+12.5pp |
| Annual return | 8.31% | 27.32%-19.0pp | 802.84%-794.5pp | 81.00%-72.7pp |
| Employer contribution / active EE | $392 | $3,324-88.2% | $5,143-92.4% | $2,440-83.9% |
| Participant deferral / active EE | $2,755 | $3,260-15.5% | $5,198-47.0% | $3,607-23.6% |
| Admin fee / account holder | $5,250 | $5,884-10.8% | $13,954-62.4% | $5,124+2.4% |