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 | $134,577 | $165,335-18.6% | $149,696-10.1% | $158,922-15.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.46% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $143 | $5,103-97.2% | $4,644-96.9% | $4,761-97.0% |
| Participant deferral / active EE | $3,823 | $7,181-46.8% | $6,842-44.1% | $5,982-36.1% |
| Admin fee / account holder | $21,140 | $10,807+95.6% | $9,309+127.1% | $11,246+88.0% |