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 | $21,682 | $99,341-78.2% | $84,750-74.4% | $273,961-92.1% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 0.88% | 22.93%-22.1pp | 22.78%-21.9pp | 41.45%-40.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,317 | $4,269-69.1% | $3,712-64.5% | $5,287-75.1% |
| Admin fee / account holder | $8,322 | $6,644+25.3% | $5,332+56.1% | $10,132-17.9% |