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 | $46,263 | $185,822-75.1% | $169,993-72.8% | $139,434-66.8% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 8.77% | 60.50%-51.7pp | 53.37%-44.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $671 | $7,590-91.2% | $6,785-90.1% | $4,751-85.9% |
| Participant deferral / active EE | $3,332 | $11,622-71.3% | $10,408-68.0% | $6,710-50.3% |
| Admin fee / account holder | $501 | $15,381-96.7% | $12,815-96.1% | $11,403-95.6% |