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 | $88,900 | $80,673+10.2% | $101,326-12.3% | $84,808+4.8% |
| Participation rate | 89.7% | 77.8%+11.9pp | 81.5%+8.2pp | 68.3%+21.3pp |
| Annual return | 14.27% | 38.95%-24.7pp | 36.82%-22.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,891 | $6,840-13.9% | $7,994-26.3% | $4,212+39.9% |
| Admin fee / account holder | $4,011 | $12,784-68.6% | $11,185-64.1% | $7,344-45.4% |