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 | $38,498 | $53,777-28.4% | $134,143-71.3% | $79,858-51.8% |
| Participation rate | 72.7% | 58.8%+14.0pp | 72.2%+0.6pp | 69.6%+3.1pp |
| Annual return | 10.11% | 19.01%-8.9pp | 36.33%-26.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,317 | $2,420-4.2% | $3,499-33.8% | $3,740-38.0% |
| Admin fee / account holder | $1,842 | $3,984-53.8% | $6,684-72.4% | $5,306-65.3% |