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 | $97,346 | $117,841-17.4% | $102,423-5.0% | $145,922-33.3% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 8.42% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $716 | $3,615-80.2% | $3,023-76.3% | $4,660-84.6% |
| Participant deferral / active EE | $2,291 | $5,731-60.0% | $5,053-54.7% | $6,688-65.7% |
| Admin fee / account holder | $400 | $13,326-97.0% | $9,451-95.8% | $13,397-97.0% |