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 | $16,478 | $85,202-80.7% | $172,739-90.5% | $72,985-77.4% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 4.79% | 27.32%-22.5pp | 802.84%-798.1pp | 81.00%-76.2pp |
| Employer contribution / active EE | -$33 | $3,324-101.0% | $5,143-100.6% | $2,440-101.4% |
| Participant deferral / active EE | $1,906 | $3,260-41.5% | $5,198-63.3% | $3,607-47.2% |
| Admin fee / account holder | $675 | $5,884-88.5% | $13,954-95.2% | $5,124-86.8% |