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 | $45,088 | $78,705-42.7% | $117,854-61.7% | $70,131-35.7% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 9.46% | 23.30%-13.8pp | 335.08%-325.6pp | 73.14%-63.7pp |
| Employer contribution / active EE | $181 | $2,223-91.9% | $3,786-95.2% | $2,342-92.3% |
| Participant deferral / active EE | $2,771 | $3,297-16.0% | $4,482-38.2% | $3,332-16.8% |
| Admin fee / account holder | $1,001 | $5,065-80.2% | $8,020-87.5% | $4,645-78.4% |