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 | $37,139 | $78,705-52.8% | $117,854-68.5% | $70,131-47.0% |
| Participation rate | 83.9% | 73.2%+10.7pp | 79.7%+4.2pp | 69.5%+14.3pp |
| Annual return | 10.44% | 23.30%-12.9pp | 335.08%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $189 | $2,223-91.5% | $3,786-95.0% | $2,342-91.9% |
| Participant deferral / active EE | $1,981 | $3,297-39.9% | $4,482-55.8% | $3,332-40.5% |
| Admin fee / account holder | $7,477 | $5,065+47.6% | $8,020-6.8% | $4,645+61.0% |