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 | $68,839 | $86,891-20.8% | $142,449-51.7% | $75,163-8.4% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.8%+3.2pp | 67.2%+12.8pp |
| Annual return | 11.09% | 23.31%-12.2pp | 19.99%-8.9pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,702 | $4,938-4.8% | $6,283-25.2% | $4,125+14.0% |
| Admin fee / account holder | $2,060 | $7,299-71.8% | $10,011-79.4% | $5,651-63.5% |