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 | $62,552 | $102,317-38.9% | $146,958-57.4% | $80,856-22.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 8.11% | 134.76%-126.6pp | 418.34%-410.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $447 | $3,713-88.0% | $4,933-90.9% | $2,755-83.8% |
| Participant deferral / active EE | $3,319 | $6,644-50.0% | $8,070-58.9% | $4,296-22.7% |
| Admin fee / account holder | $12,136 | $7,941+52.8% | $12,998-6.6% | $6,918+75.4% |