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 | $21,507 | $53,822-60.0% | $75,696-71.6% | $85,850-74.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.28% | 24.54%-13.3pp | 104.53%-93.2pp | 318.53%-307.3pp |
| Employer contribution / active EE | $200 | $2,017-90.1% | $2,743-92.7% | $2,565-92.2% |
| Participant deferral / active EE | $1,652 | $2,895-42.9% | $3,821-56.8% | $3,952-58.2% |
| Admin fee / account holder | $528 | $3,343-84.2% | $3,619-85.4% | $6,260-91.6% |