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 | $55,106 | $67,411-18.3% | $91,001-39.4% | $70,131-21.4% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 11.20% | -40.16%+51.4pp | 4.60%+6.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $103 | $1,786-94.2% | $2,456-95.8% | $2,342-95.6% |
| Participant deferral / active EE | $2,280 | $2,823-19.2% | $3,547-35.7% | $3,332-31.6% |
| Admin fee / account holder | $11,917 | $4,236+181.3% | $5,417+120.0% | $4,645+156.5% |