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 | $44,315 | $56,053-20.9% | $75,972-41.7% | $80,856-45.2% |
| Participation rate | 82.9% | 62.0%+20.8pp | 69.1%+13.8pp | 67.6%+15.2pp |
| Annual return | 7.11% | 20.53%-13.4pp | 359.55%-352.4pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,100 | $3,052-31.2% | $4,255-50.7% | $4,296-51.1% |
| Admin fee / account holder | $2,973 | $5,234-43.2% | $6,467-54.0% | $6,918-57.0% |