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 | $35,919 | $117,983-69.6% | $101,794-64.7% | $142,382-74.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 5.55% | 36.92%-31.4pp | 30.53%-25.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $35 | $2,773-98.8% | $2,289-98.5% | $4,299-99.2% |
| Participant deferral / active EE | $4,602 | $4,714-2.4% | $4,084+12.7% | $6,507-29.3% |
| Admin fee / account holder | $30,447 | $10,433+191.8% | $8,777+246.9% | $12,624+141.2% |