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 | $63,373 | $74,888-15.4% | $71,209-11.0% | $142,382-55.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 11.12% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $283 | $2,854-90.1% | $2,721-89.6% | $4,299-93.4% |
| Participant deferral / active EE | $2,827 | $4,454-36.5% | $4,175-32.3% | $6,507-56.6% |
| Admin fee / account holder | $28,536 | $5,568+412.5% | $5,349+433.5% | $12,624+126.1% |