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 | $72,196 | $103,376-30.2% | $87,100-17.1% | $152,861-52.8% |
| Participation rate | 70.8% | 79.3%-8.5pp | 76.9%-6.0pp | 82.4%-11.6pp |
| Annual return | 1.66% | 28.10%-26.4pp | 28.19%-26.5pp | 345.32%-343.7pp |
| Employer contribution / active EE | $320 | $3,220-90.1% | $2,521-87.3% | $4,762-93.3% |
| Participant deferral / active EE | $2,239 | $4,778-53.1% | $4,049-44.7% | $5,850-61.7% |
| Admin fee / account holder | $5,478 | $12,205-55.1% | $7,497-26.9% | $11,596-52.8% |