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 | $79,030 | $105,859-25.3% | $90,160-12.3% | $147,584-46.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 9.17% | 37.63%-28.5pp | 34.88%-25.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $377 | $4,126-90.9% | $3,318-88.6% | $4,876-92.3% |
| Participant deferral / active EE | $3,080 | $5,733-46.3% | $5,288-41.8% | $5,439-43.4% |
| Admin fee / account holder | $2,363 | $8,046-70.6% | $5,943-60.2% | $10,885-78.3% |