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 | $93,973 | $80,717+16.4% | $154,803-39.3% | $84,808+10.8% |
| Participation rate | 85.1% | 66.8%+18.3pp | 78.1%+7.0pp | 68.3%+16.8pp |
| Annual return | 1.69% | 37.96%-36.3pp | 58.88%-57.2pp | 40.90%-39.2pp |
| Employer contribution / active EE | $246 | $2,761-91.1% | $4,305-94.3% | $2,631-90.6% |
| Participant deferral / active EE | $893 | $3,303-73.0% | $5,540-83.9% | $4,212-78.8% |
| Admin fee / account holder | $6,423 | $6,746-4.8% | $14,329-55.2% | $7,344-12.5% |