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 | $65,623 | $133,922-51.0% | $116,228-43.5% | $142,382-53.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.10% | 147.76%-140.7pp | 90.06%-83.0pp | 217.08%-210.0pp |
| Employer contribution / active EE | $286 | $3,446-91.7% | $2,994-90.4% | $4,299-93.3% |
| Participant deferral / active EE | $2,828 | $5,672-50.1% | $4,953-42.9% | $6,507-56.5% |
| Admin fee / account holder | $1,006 | $14,945-93.3% | $11,989-91.6% | $12,624-92.0% |