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 | $40,199 | $72,277-44.4% | $101,248-60.3% | $79,858-49.7% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 6.77% | 22.30%-15.5pp | 46.47%-39.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $57 | $2,692-97.9% | $3,660-98.4% | $2,471-97.7% |
| Participant deferral / active EE | $2,998 | $3,282-8.7% | $4,370-31.4% | $3,740-19.9% |
| Admin fee / account holder | $3,809 | $4,400-13.4% | $5,945-35.9% | $5,306-28.2% |