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 | $51,146 | $101,724-49.7% | $164,813-69.0% | $80,856-36.7% |
| Participation rate | 83.1% | 71.8%+11.2pp | 78.6%+4.4pp | 67.6%+15.4pp |
| Annual return | 8.46% | 16.72%-8.3pp | 69.93%-61.5pp | 35.59%-27.1pp |
| Employer contribution / active EE | $708 | $2,953-76.0% | $4,341-83.7% | $2,755-74.3% |
| Participant deferral / active EE | $2,246 | $4,477-49.8% | $6,031-62.8% | $4,296-47.7% |
| Admin fee / account holder | $2,368 | $8,227-71.2% | $12,690-81.3% | $6,918-65.8% |