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 | $42,881 | $60,124-28.7% | $90,404-52.6% | $79,858-46.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 6.96% | 71.94%-65.0pp | 1293.02%-1286.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $164 | $2,068-92.1% | $3,262-95.0% | $2,471-93.4% |
| Participant deferral / active EE | $5,809 | $2,938+97.7% | $3,963+46.6% | $3,740+55.3% |
| Admin fee / account holder | $14,812 | $3,976+272.5% | $5,611+164.0% | $5,306+179.1% |