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 | $56,661 | $112,096-49.5% | $95,952-40.9% | $158,922-64.3% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 4.74% | 171.09%-166.4pp | 91.61%-86.9pp | 302.83%-298.1pp |
| Employer contribution / active EE | $378 | $3,198-88.2% | $2,541-85.1% | $4,761-92.1% |
| Participant deferral / active EE | $2,523 | $4,784-47.3% | $4,167-39.4% | $5,982-57.8% |
| Admin fee / account holder | $18,292 | $10,130+80.6% | $6,795+169.2% | $11,246+62.7% |