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 | $44,912 | $53,127-15.5% | $86,590-48.1% | $70,131-36.0% |
| Participation rate | 71.8% | 65.3%+6.5pp | 73.5%-1.8pp | 69.5%+2.3pp |
| Annual return | 6.61% | 27.66%-21.0pp | 964.84%-958.2pp | 73.14%-66.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,440 | $2,696-9.5% | $3,609-32.4% | $3,332-26.8% |
| Admin fee / account holder | $6,338 | $3,585+76.8% | $4,906+29.2% | $4,645+36.4% |