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 | $93,888 | $171,164-45.1% | $127,761-26.5% | $152,861-38.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 5.88% | 23.54%-17.7pp | 26.14%-20.3pp | 345.32%-339.4pp |
| Employer contribution / active EE | $655 | $5,447-88.0% | $4,574-85.7% | $4,762-86.3% |
| Participant deferral / active EE | $3,750 | $7,038-46.7% | $6,021-37.7% | $5,850-35.9% |
| Admin fee / account holder | $1,419 | $14,530-90.2% | $9,395-84.9% | $11,596-87.8% |