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 | $84,359 | $89,355-5.6% | $141,162-40.2% | $72,985+15.6% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 16.85% | 111.85%-95.0pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $386 | $3,114-87.6% | $4,735-91.8% | $2,440-84.2% |
| Participant deferral / active EE | $2,879 | $5,418-46.9% | $6,709-57.1% | $3,607-20.2% |
| Admin fee / account holder | $8,209 | $5,958+37.8% | $10,261-20.0% | $5,124+60.2% |