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 | $68,203 | $148,978-54.2% | $200,582-66.0% | $84,808-19.6% |
| Participation rate | 78.7% | 84.2%-5.5pp | 86.9%-8.2pp | 68.3%+10.4pp |
| Annual return | 13.12% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,340 | $4,815-72.2% | $6,419-79.1% | $2,631-49.1% |
| Participant deferral / active EE | $3,748 | $7,142-47.5% | $9,331-59.8% | $4,212-11.0% |
| Admin fee / account holder | $1,033 | $13,977-92.6% | $16,305-93.7% | $7,344-85.9% |