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 | $19,521 | $84,233-76.8% | $170,442-88.5% | $70,131-72.2% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 11.11% | 23.06%-12.0pp | 205.93%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $350 | $3,387-89.7% | $5,433-93.6% | $2,342-85.0% |
| Participant deferral / active EE | $1,401 | $3,086-54.6% | $4,939-71.6% | $3,332-57.9% |
| Admin fee / account holder | $2,644 | $5,698-53.6% | $13,880-81.0% | $4,645-43.1% |