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 | $61,283 | $93,571-34.5% | $135,903-54.9% | $75,163-18.5% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 14.97% | 30.90%-15.9pp | 68.23%-53.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $513 | $3,537-85.5% | $4,856-89.4% | $2,670-80.8% |
| Participant deferral / active EE | $6,380 | $6,404-0.4% | $7,758-17.8% | $4,125+54.7% |
| Admin fee / account holder | $15,481 | $6,975+121.9% | $10,762+43.8% | $5,651+174.0% |