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 | $47,496 | $83,477-43.1% | $125,175-62.1% | $72,985-34.9% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.9pp | 69.5%+11.2pp |
| Annual return | 16.09% | 25.78%-9.7pp | 43.79%-27.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $550 | $2,345-76.6% | $3,865-85.8% | $2,440-77.5% |
| Participant deferral / active EE | $2,661 | $3,585-25.8% | $4,937-46.1% | $3,607-26.2% |
| Admin fee / account holder | $2,410 | $5,517-56.3% | $9,702-75.2% | $5,124-53.0% |