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 | $92,448 | $123,793-25.3% | $177,821-48.0% | $79,858+15.8% |
| Participation rate | 95.7% | 84.7%+11.0pp | 87.7%+7.9pp | 69.6%+26.0pp |
| Annual return | 8.58% | 22.82%-14.2pp | 48.32%-39.7pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,173 | $4,095-71.4% | $5,918-80.2% | $2,471-52.5% |
| Participant deferral / active EE | $6,020 | $5,956+1.1% | $7,714-22.0% | $3,740+61.0% |
| Admin fee / account holder | $4,272 | $7,243-41.0% | $12,427-65.6% | $5,306-19.5% |