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 | $53,000 | $116,175-54.4% | $93,606-43.4% | $152,861-65.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 4.95% | 35.96%-31.0pp | 32.76%-27.8pp | 345.32%-340.4pp |
| Employer contribution / active EE | $460 | $3,218-85.7% | $2,718-83.1% | $4,762-90.3% |
| Participant deferral / active EE | $1,560 | $4,603-66.1% | $4,069-61.7% | $5,850-73.3% |
| Admin fee / account holder | $2,108 | $10,748-80.4% | $7,888-73.3% | $11,596-81.8% |