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 | $111,433 | $165,335-32.6% | $149,696-25.6% | $158,922-29.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 2.75% | 348.15%-345.4pp | 276.60%-273.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $216 | $5,103-95.8% | $4,644-95.4% | $4,761-95.5% |
| Participant deferral / active EE | $4,319 | $7,181-39.9% | $6,842-36.9% | $5,982-27.8% |
| Admin fee / account holder | $46,831 | $10,807+333.4% | $9,309+403.1% | $11,246+316.4% |