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 | $115,227 | $176,056-34.6% | $159,436-27.7% | $167,490-31.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 6.88% | 331.75%-324.9pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $720 | $5,297-86.4% | $4,829-85.1% | $4,837-85.1% |
| Participant deferral / active EE | $3,688 | $7,750-52.4% | $7,352-49.8% | $6,341-41.8% |
| Admin fee / account holder | $6,875 | $12,554-45.2% | $10,799-36.3% | $12,309-44.1% |