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 | $86,834 | $114,381-24.1% | $107,525-19.2% | $142,382-39.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 7.60% | 242.71%-235.1pp | 181.32%-173.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $390 | $4,015-90.3% | $3,754-89.6% | $4,299-90.9% |
| Participant deferral / active EE | $3,615 | $5,564-35.0% | $5,116-29.3% | $6,507-44.4% |
| Admin fee / account holder | $7,567 | $9,860-23.3% | $8,919-15.2% | $12,624-40.1% |