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 | $110,698 | $165,335-33.0% | $149,696-26.1% | $158,922-30.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 2.41% | 348.15%-345.7pp | 276.60%-274.2pp | 302.83%-300.4pp |
| Employer contribution / active EE | $585 | $5,103-88.5% | $4,644-87.4% | $4,761-87.7% |
| Participant deferral / active EE | $5,347 | $7,181-25.5% | $6,842-21.8% | $5,982-10.6% |
| Admin fee / account holder | $5,544 | $10,807-48.7% | $9,309-40.4% | $11,246-50.7% |