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 | $67,786 | $148,978-54.5% | $200,582-66.2% | $84,808-20.1% |
| Participation rate | 80.5% | 84.2%-3.7pp | 86.9%-6.4pp | 68.3%+12.2pp |
| Annual return | 12.20% | 28.16%-16.0pp | 42.33%-30.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,496 | $4,815-68.9% | $6,419-76.7% | $2,631-43.1% |
| Participant deferral / active EE | $8,161 | $7,142+14.3% | $9,331-12.5% | $4,212+93.8% |
| Admin fee / account holder | $8,144 | $13,977-41.7% | $16,305-50.0% | $7,344+10.9% |