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 | $87,237 | $78,422+11.2% | $95,952-9.1% | $79,858+9.2% |
| Participation rate | 91.1% | 73.5%+17.6pp | 77.1%+14.0pp | 69.6%+21.5pp |
| Annual return | 6.27% | 19.37%-13.1pp | 91.61%-85.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $337 | $1,945-82.7% | $2,541-86.7% | $2,471-86.4% |
| Participant deferral / active EE | $4,153 | $3,440+20.7% | $4,167-0.3% | $3,740+11.0% |
| Admin fee / account holder | $4,964 | $5,622-11.7% | $6,795-26.9% | $5,306-6.4% |