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 | $82,412 | $79,449+3.7% | $189,557-56.5% | $85,850-4.0% |
| Participation rate | 75.0% | 66.0%+9.0pp | 78.4%-3.4pp | 69.3%+5.7pp |
| Annual return | 7.75% | 18.45%-10.7pp | 64.17%-56.4pp | 318.53%-310.8pp |
| Employer contribution / active EE | -$14 | $2,081-100.7% | $4,412-100.3% | $2,565-100.5% |
| Participant deferral / active EE | $6,665 | $4,051+64.5% | $6,174+8.0% | $3,952+68.7% |
| Admin fee / account holder | $7,753 | $5,377+44.2% | $9,807-20.9% | $6,260+23.9% |