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 | $93,191 | $215,361-56.7% | $171,082-45.5% | $273,961-66.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.12% | 25.14%-24.0pp | 32.56%-31.4pp | 41.45%-40.3pp |
| Employer contribution / active EE | $13 | $4,967-99.7% | $4,002-99.7% | $4,869-99.7% |
| Participant deferral / active EE | $4,574 | $5,543-17.5% | $4,797-4.7% | $5,287-13.5% |
| Admin fee / account holder | $1,411 | $10,846-87.0% | $8,520-83.4% | $10,132-86.1% |