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 | $65,705 | $152,587-56.9% | $125,175-47.5% | $152,861-57.0% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 5.46% | 54.84%-49.4pp | 43.79%-38.3pp | 345.32%-339.9pp |
| Employer contribution / active EE | $267 | $4,946-94.6% | $3,865-93.1% | $4,762-94.4% |
| Participant deferral / active EE | $5,065 | $5,868-13.7% | $4,937+2.6% | $5,850-13.4% |
| Admin fee / account holder | $4,895 | $13,434-63.6% | $9,702-49.5% | $11,596-57.8% |