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 | $85,105 | $125,758-32.3% | $169,993-49.9% | $75,163+13.2% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 13.18% | 27.20%-14.0pp | 53.37%-40.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,166 | $4,615-74.7% | $6,785-82.8% | $2,670-56.3% |
| Participant deferral / active EE | $3,192 | $6,837-53.3% | $10,408-69.3% | $4,125-22.6% |
| Admin fee / account holder | $13,949 | $8,173+70.7% | $12,815+8.8% | $5,651+146.8% |