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 | $67,039 | $162,781-58.8% | $133,956-50.0% | $158,922-57.8% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 2.51% | 41.94%-39.4pp | 45.09%-42.6pp | 302.83%-300.3pp |
| Employer contribution / active EE | $279 | $4,975-94.4% | $3,919-92.9% | $4,761-94.1% |
| Participant deferral / active EE | $3,032 | $5,911-48.7% | $5,048-39.9% | $5,982-49.3% |
| Admin fee / account holder | $2,374 | $11,736-79.8% | $8,927-73.4% | $11,246-78.9% |