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 | $58,576 | $74,927-21.8% | $101,794-42.5% | $84,808-30.9% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+27.9pp | 68.3%+28.7pp |
| Annual return | 10.50% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $235 | $1,522-84.5% | $2,289-89.7% | $2,631-91.1% |
| Participant deferral / active EE | $2,403 | $3,099-22.5% | $4,084-41.2% | $4,212-42.9% |
| Admin fee / account holder | $3,951 | $6,514-39.4% | $8,777-55.0% | $7,344-46.2% |