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 | $89,062 | $123,793-28.1% | $177,821-49.9% | $79,858+11.5% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 8.54% | 22.82%-14.3pp | 48.32%-39.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,424 | $5,956-42.5% | $7,714-55.6% | $3,740-8.5% |
| Admin fee / account holder | $600 | $7,243-91.7% | $12,427-95.2% | $5,306-88.7% |