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 | $42,070 | $82,032-48.7% | $123,104-65.8% | $59,632-29.5% |
| Participation rate | 77.1% | 83.2%-6.1pp | 86.8%-9.7pp | 68.7%+8.4pp |
| Annual return | -4.23% | 5.12%-9.4pp | 13.22%-17.5pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $948 | $3,297-71.3% | $5,151-81.6% | $2,203-57.0% |
| Participant deferral / active EE | $4,490 | $4,667-3.8% | $6,230-27.9% | $3,192+40.7% |
| Admin fee / account holder | $747 | $5,881-87.3% | $9,015-91.7% | $4,297-82.6% |