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 | $82,653 | $80,968+2.1% | $96,544-14.4% | $75,163+10.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 7.99% | 27.06%-19.1pp | 25.84%-17.9pp | 160.62%-152.6pp |
| Employer contribution / active EE | $316 | $2,282-86.1% | $2,965-89.3% | $2,670-88.2% |
| Participant deferral / active EE | $2,567 | $3,928-34.6% | $4,851-47.1% | $4,125-37.8% |
| Admin fee / account holder | $9,763 | $6,724+45.2% | $8,252+18.3% | $5,651+72.8% |