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 | $31,272 | $102,317-69.4% | $146,958-78.7% | $80,856-61.3% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.2%+9.1pp | 67.6%+23.6pp |
| Annual return | 8.77% | 134.76%-126.0pp | 418.34%-409.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $669 | $3,713-82.0% | $4,933-86.4% | $2,755-75.7% |
| Participant deferral / active EE | $4,370 | $6,644-34.2% | $8,070-45.9% | $4,296+1.7% |
| Admin fee / account holder | $13,753 | $7,941+73.2% | $12,998+5.8% | $6,918+98.8% |