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 | $132,396 | $88,707+49.3% | $74,183+78.5% | $273,961-51.7% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 1.50% | 11.94%-10.4pp | 17.74%-16.2pp | 41.45%-40.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,529 | $4,212+31.3% | $3,550+55.8% | $5,287+4.6% |
| Admin fee / account holder | $17,369 | $8,717+99.3% | $5,586+210.9% | $10,132+71.4% |