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 | $56,148 | $72,492-22.5% | $87,100-35.5% | $72,985-23.1% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 12.36% | 24.46%-12.1pp | 28.19%-15.8pp | 81.00%-68.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,363 | $3,270+33.4% | $4,049+7.8% | $3,607+20.9% |
| Admin fee / account holder | $453 | $5,055-91.0% | $7,497-94.0% | $5,124-91.2% |