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 | $59,175 | $68,346-13.4% | $94,646-37.5% | $75,163-21.3% |
| Participation rate | 92.3% | 76.1%+16.2pp | 80.8%+11.5pp | 67.2%+25.1pp |
| Annual return | 12.02% | 616.93%-604.9pp | 156.71%-144.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,471 | $6,537-46.9% | $7,418-53.2% | $4,125-15.8% |
| Admin fee / account holder | $2,536 | $5,326-52.4% | $7,231-64.9% | $5,651-55.1% |