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 | $77,227 | $98,750-21.8% | $149,696-48.4% | $79,858-3.3% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 6.06% | 27.43%-21.4pp | 276.60%-270.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $224 | $3,216-93.0% | $4,644-95.2% | $2,471-90.9% |
| Participant deferral / active EE | $7,849 | $5,680+38.2% | $6,842+14.7% | $3,740+109.9% |
| Admin fee / account holder | $1,778 | $6,053-70.6% | $9,309-80.9% | $5,306-66.5% |