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 | $27,777 | $53,412-48.0% | $68,509-59.5% | $52,331-46.9% |
| Participation rate | 70.9% | 71.7%-0.8pp | 74.7%-3.9pp | 68.1%+2.8pp |
| Annual return | -2.97% | 3.42%-6.4pp | 8.27%-11.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $264 | $1,607-83.5% | $2,278-88.4% | $1,882-86.0% |
| Participant deferral / active EE | $1,295 | $2,688-51.8% | $3,382-61.7% | $3,022-57.1% |
| Admin fee / account holder | $2,754 | $461+497.7% | $5,275-47.8% | $592+365.6% |