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 | $28,062 | $76,552-63.3% | $123,892-77.3% | $62,891-55.4% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 4.63% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,326 | $4,840+51.4% | $5,984+22.4% | $3,203+128.7% |
| Admin fee / account holder | $3,620 | $4,826-25.0% | $8,357-56.7% | $4,296-15.7% |