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 | $105,563 | $109,413-3.5% | $156,263-32.4% | $84,808+24.5% |
| Participation rate | 72.5% | 72.7%-0.2pp | 78.9%-6.4pp | 68.3%+4.2pp |
| Annual return | 4.78% | 20.18%-15.4pp | 59.47%-54.7pp | 40.90%-36.1pp |
| Employer contribution / active EE | -$23 | $2,907-100.8% | $4,333-100.5% | $2,631-100.9% |
| Participant deferral / active EE | $3,456 | $4,590-24.7% | $6,158-43.9% | $4,212-17.9% |
| Admin fee / account holder | $13,475 | $9,357+44.0% | $14,255-5.5% | $7,344+83.5% |