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 9-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 | $46,317 | $95,416-51.5% | $185,823-75.1% | $85,850-46.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 7.60% | 23.59%-16.0pp | 122.05%-114.5pp | 318.53%-310.9pp |
| Employer contribution / active EE | $230 | $3,314-93.1% | $5,167-95.5% | $2,565-91.0% |
| Participant deferral / active EE | $2,278 | $3,423-33.5% | $5,568-59.1% | $3,952-42.3% |
| Admin fee / account holder | $2,897 | $7,213-59.8% | $16,237-82.2% | $6,260-53.7% |