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 | $34,855 | $72,277-51.8% | $101,248-65.6% | $79,858-56.4% |
| Participation rate | 74.5% | 68.5%+6.0pp | 75.8%-1.3pp | 69.6%+4.9pp |
| Annual return | 6.63% | 22.30%-15.7pp | 46.47%-39.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $291 | $2,692-89.2% | $3,660-92.0% | $2,471-88.2% |
| Participant deferral / active EE | $1,478 | $3,282-54.9% | $4,370-66.2% | $3,740-60.5% |
| Admin fee / account holder | $6,155 | $4,400+39.9% | $5,945+3.5% | $5,306+16.0% |