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 | $75,623 | $72,012+5.0% | $185,823-59.3% | $79,858-5.3% |
| Participation rate | 77.2% | 65.8%+11.4pp | 78.0%-0.8pp | 69.6%+7.6pp |
| Annual return | 2.39% | 23.12%-20.7pp | 35.95%-33.6pp | 31.71%-29.3pp |
| Employer contribution / active EE | $115 | $1,965-94.1% | $4,087-97.2% | $2,471-95.3% |
| Participant deferral / active EE | $3,310 | $3,779-12.4% | $5,632-41.2% | $3,740-11.5% |
| Admin fee / account holder | $539 | $4,513-88.1% | $9,500-94.3% | $5,306-89.8% |