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 | $69,771 | $72,012-3.1% | $185,823-62.5% | $79,858-12.6% |
| Participation rate | 77.8% | 65.8%+12.0pp | 78.0%-0.3pp | 69.6%+8.1pp |
| Annual return | 10.45% | 23.12%-12.7pp | 35.95%-25.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,953 | $3,779+4.6% | $5,632-29.8% | $3,740+5.7% |
| Admin fee / account holder | $5,923 | $4,513+31.3% | $9,500-37.6% | $5,306+11.6% |