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 | $88,612 | $65,365+35.6% | $92,893-4.6% | $72,985+21.4% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 8.13% | 42.10%-34.0pp | 109.41%-101.3pp | 81.00%-72.9pp |
| Employer contribution / active EE | $347 | $2,594-86.6% | $3,653-90.5% | $2,440-85.8% |
| Participant deferral / active EE | $2,712 | $3,128-13.3% | $4,236-36.0% | $3,607-24.8% |
| Admin fee / account holder | $15,504 | $4,251+264.7% | $5,794+167.6% | $5,124+202.6% |