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 | $93,218 | $68,719+35.7% | $91,541+1.8% | $84,808+9.9% |
| Participation rate | 73.2% | 64.5%+8.7pp | 69.8%+3.4pp | 68.3%+4.9pp |
| Annual return | 8.28% | 19.12%-10.8pp | 20.50%-12.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,860 | $3,136+23.1% | $4,008-3.7% | $4,212-8.4% |
| Admin fee / account holder | $898 | $5,786-84.5% | $6,956-87.1% | $7,344-87.8% |