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 | $43,960 | $91,552-52.0% | $133,956-67.2% | $79,858-45.0% |
| Participation rate | 74.2% | 73.3%+0.8pp | 79.8%-5.6pp | 69.6%+4.6pp |
| Annual return | 8.94% | 61.85%-52.9pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,466 | $3,733-7.2% | $5,048-31.3% | $3,740-7.3% |
| Admin fee / account holder | $10,732 | $6,321+69.8% | $8,927+20.2% | $5,306+102.3% |