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 | $93,332 | $109,413-14.7% | $156,263-40.3% | $84,808+10.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 10.74% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $773 | $2,907-73.4% | $4,333-82.2% | $2,631-70.6% |
| Participant deferral / active EE | $6,949 | $4,590+51.4% | $6,158+12.8% | $4,212+65.0% |
| Admin fee / account holder | $9,041 | $9,357-3.4% | $14,255-36.6% | $7,344+23.1% |