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 | $104,104 | $109,413-4.9% | $156,263-33.4% | $84,808+22.8% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 10.03% | 20.18%-10.2pp | 59.47%-49.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,630 | $4,590+22.7% | $6,158-8.6% | $4,212+33.7% |
| Admin fee / account holder | $12,146 | $9,357+29.8% | $14,255-14.8% | $7,344+65.4% |