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 | $82,981 | $81,460+1.9% | $103,333-19.7% | $80,856+2.6% |
| Participation rate | 70.2% | 66.8%+3.4pp | 74.5%-4.3pp | 67.6%+2.6pp |
| Annual return | 10.28% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,874 | $3,869+129.4% | $5,057+75.5% | $4,296+106.6% |
| Admin fee / account holder | $749 | $6,566-88.6% | $8,355-91.0% | $6,918-89.2% |