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 5-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 | $22,634 | $64,480-64.9% | $81,382-72.2% | $80,856-72.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.6%+7.4pp |
| Annual return | 9.74% | 16.34%-6.6pp | 24.73%-15.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $377 | $1,978-80.9% | $2,463-84.7% | $2,755-86.3% |
| Participant deferral / active EE | $6,925 | $3,094+123.8% | $3,883+78.3% | $4,296+61.2% |
| Admin fee / account holder | $10,468 | $5,671+84.6% | $5,768+81.5% | $6,918+51.3% |