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 | $57,982 | $116,175-50.1% | $93,606-38.1% | $152,861-62.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 2.11% | 35.96%-33.9pp | 32.76%-30.7pp | 345.32%-343.2pp |
| Employer contribution / active EE | $247 | $3,218-92.3% | $2,718-90.9% | $4,762-94.8% |
| Participant deferral / active EE | $1,929 | $4,603-58.1% | $4,069-52.6% | $5,850-67.0% |
| Admin fee / account holder | $7,188 | $10,748-33.1% | $7,888-8.9% | $11,596-38.0% |