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 | $60,079 | $87,013-31.0% | $106,213-43.4% | $80,856-25.7% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.6%+17.5pp |
| Annual return | 8.93% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $581 | $2,395-75.7% | $3,171-81.7% | $2,755-78.9% |
| Participant deferral / active EE | $3,285 | $3,986-17.6% | $5,016-34.5% | $4,296-23.5% |
| Admin fee / account holder | $62,236 | $8,431+638.1% | $11,033+464.1% | $6,918+799.6% |