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 | $26,187 | $133,922-80.4% | $116,228-77.5% | $142,382-81.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 9.41% | 147.76%-138.3pp | 90.06%-80.6pp | 217.08%-207.7pp |
| Employer contribution / active EE | $355 | $3,446-89.7% | $2,994-88.2% | $4,299-91.7% |
| Participant deferral / active EE | $2,226 | $5,672-60.8% | $4,953-55.1% | $6,507-65.8% |
| Admin fee / account holder | $2,340 | $14,945-84.3% | $11,989-80.5% | $12,624-81.5% |