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 | $39,939 | $83,477-52.2% | $125,175-68.1% | $72,985-45.3% |
| Participation rate | 73.7% | 73.3%+0.4pp | 79.8%-6.1pp | 69.5%+4.2pp |
| Annual return | 14.54% | 25.78%-11.2pp | 43.79%-29.2pp | 81.00%-66.5pp |
| Employer contribution / active EE | $409 | $2,345-82.6% | $3,865-89.4% | $2,440-83.2% |
| Participant deferral / active EE | $2,675 | $3,585-25.4% | $4,937-45.8% | $3,607-25.9% |
| Admin fee / account holder | $10,848 | $5,517+96.6% | $9,702+11.8% | $5,124+111.7% |