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 | $31,776 | $54,705-41.9% | $71,209-55.4% | $84,808-62.5% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 12.76% | 35.90%-23.1pp | 282.51%-269.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $173 | $2,158-92.0% | $2,721-93.7% | $2,631-93.4% |
| Participant deferral / active EE | $1,024 | $3,030-66.2% | $4,175-75.5% | $4,212-75.7% |
| Admin fee / account holder | $3,518 | $4,863-27.7% | $5,349-34.2% | $7,344-52.1% |