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 | $55,758 | $83,477-33.2% | $125,175-55.5% | $72,985-23.6% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.5%+16.5pp |
| Annual return | 1.54% | 25.78%-24.2pp | 43.79%-42.2pp | 81.00%-79.5pp |
| Employer contribution / active EE | $162 | $2,345-93.1% | $3,865-95.8% | $2,440-93.4% |
| Participant deferral / active EE | $2,326 | $3,585-35.1% | $4,937-52.9% | $3,607-35.5% |
| Admin fee / account holder | $3,546 | $5,517-35.7% | $9,702-63.5% | $5,124-30.8% |