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 | $56,288 | $86,286-34.8% | $111,297-49.4% | $85,850-34.4% |
| Participation rate | 81.8% | 73.3%+8.5pp | 77.3%+4.5pp | 69.3%+12.5pp |
| Annual return | 10.38% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $149 | $2,043-92.7% | $2,731-94.6% | $2,565-94.2% |
| Participant deferral / active EE | $2,118 | $3,641-41.8% | $4,487-52.8% | $3,952-46.4% |
| Admin fee / account holder | $1,450 | $8,188-82.3% | $7,964-81.8% | $6,260-76.8% |