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 | $75,601 | $101,724-25.7% | $164,813-54.1% | $80,856-6.5% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 4.94% | 16.72%-11.8pp | 69.93%-65.0pp | 35.59%-30.7pp |
| Employer contribution / active EE | $263 | $2,953-91.1% | $4,341-93.9% | $2,755-90.4% |
| Participant deferral / active EE | $2,365 | $4,477-47.2% | $6,031-60.8% | $4,296-44.9% |
| Admin fee / account holder | $4,399 | $8,227-46.5% | $12,690-65.3% | $6,918-36.4% |