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 | $68,131 | $91,190-25.3% | $178,490-61.8% | $79,858-14.7% |
| Participation rate | 72.3% | 69.2%+3.1pp | 81.9%-9.6pp | 69.6%+2.7pp |
| Annual return | 9.91% | 24.19%-14.3pp | 151.07%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $219 | $3,256-93.3% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $2,599 | $3,236-19.7% | $5,202-50.0% | $3,740-30.5% |
| Admin fee / account holder | $3,037 | $6,751-55.0% | $13,984-78.3% | $5,306-42.8% |