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 | $47,210 | $81,460-42.0% | $103,333-54.3% | $80,856-41.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.90% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $606 | $3,105-80.5% | $3,868-84.3% | $2,755-78.0% |
| Participant deferral / active EE | $4,276 | $3,869+10.5% | $5,057-15.5% | $4,296-0.5% |
| Admin fee / account holder | $1,275 | $6,566-80.6% | $8,355-84.7% | $6,918-81.6% |