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 | $57,496 | $152,587-62.3% | $125,175-54.1% | $152,861-62.4% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 9.58% | 54.84%-45.3pp | 43.79%-34.2pp | 345.32%-335.7pp |
| Employer contribution / active EE | $779 | $4,946-84.2% | $3,865-79.8% | $4,762-83.6% |
| Participant deferral / active EE | $5,454 | $5,868-7.0% | $4,937+10.5% | $5,850-6.8% |
| Admin fee / account holder | $88,168 | $13,434+556.3% | $9,702+808.8% | $11,596+660.3% |