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 | $94,320 | $99,985-5.7% | $146,665-35.7% | $85,850+9.9% |
| Participation rate | 71.1% | 73.1%-2.0pp | 80.1%-9.0pp | 69.3%+1.7pp |
| Annual return | 8.67% | 18.93%-10.3pp | 22.74%-14.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $570 | $2,559-77.7% | $4,136-86.2% | $2,565-77.8% |
| Participant deferral / active EE | $3,613 | $4,006-9.8% | $5,506-34.4% | $3,952-8.6% |
| Admin fee / account holder | $3,914 | $7,702-49.2% | $10,280-61.9% | $6,260-37.5% |