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 | $40,621 | $91,552-55.6% | $133,956-69.7% | $79,858-49.1% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 9.86% | 61.85%-52.0pp | 45.09%-35.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $189 | $2,384-92.1% | $3,919-95.2% | $2,471-92.3% |
| Participant deferral / active EE | $1,925 | $3,733-48.4% | $5,048-61.9% | $3,740-48.5% |
| Admin fee / account holder | $2,297 | $6,321-63.7% | $8,927-74.3% | $5,306-56.7% |