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 | $62,662 | $93,571-33.0% | $135,903-53.9% | $75,163-16.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 13.23% | 30.90%-17.7pp | 68.23%-55.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $412 | $3,537-88.4% | $4,856-91.5% | $2,670-84.6% |
| Participant deferral / active EE | $2,811 | $6,404-56.1% | $7,758-63.8% | $4,125-31.9% |
| Admin fee / account holder | $22,574 | $6,975+223.6% | $10,762+109.8% | $5,651+299.5% |