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 | $30,814 | $60,124-48.7% | $90,404-65.9% | $79,858-61.4% |
| Participation rate | 72.9% | 65.0%+8.0pp | 72.7%+0.3pp | 69.6%+3.3pp |
| Annual return | 7.63% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $185 | $2,068-91.0% | $3,262-94.3% | $2,471-92.5% |
| Participant deferral / active EE | $1,239 | $2,938-57.8% | $3,963-68.7% | $3,740-66.9% |
| Admin fee / account holder | $1,004 | $3,976-74.7% | $5,611-82.1% | $5,306-81.1% |