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 | $39,641 | $149,679-73.5% | $117,039-66.1% | $147,584-73.1% |
| Participation rate | 88.2% | 83.5%+4.7pp | 77.2%+11.1pp | 82.8%+5.4pp |
| Annual return | 5.19% | 19.31%-14.1pp | 18.95%-13.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $684 | $4,937-86.1% | $3,785-81.9% | $4,876-86.0% |
| Participant deferral / active EE | $1,697 | $4,912-65.5% | $3,929-56.8% | $5,439-68.8% |
| Admin fee / account holder | $1,562 | $7,856-80.1% | $5,974-73.8% | $10,885-85.6% |