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 | $22,170 | $80,717-72.5% | $154,803-85.7% | $84,808-73.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.37% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $192 | $2,761-93.0% | $4,305-95.5% | $2,631-92.7% |
| Participant deferral / active EE | $2,435 | $3,303-26.3% | $5,540-56.0% | $4,212-42.2% |
| Admin fee / account holder | $1,358 | $6,746-79.9% | $14,329-90.5% | $7,344-81.5% |