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 | $91,519 | $109,413-16.4% | $156,263-41.4% | $84,808+7.9% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 6.86% | 20.18%-13.3pp | 59.47%-52.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $481 | $2,907-83.5% | $4,333-88.9% | $2,631-81.7% |
| Participant deferral / active EE | $3,249 | $4,590-29.2% | $6,158-47.2% | $4,212-22.8% |
| Admin fee / account holder | $26,051 | $9,357+178.4% | $14,255+82.8% | $7,344+254.7% |