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 | $44,299 | $86,286-48.7% | $111,297-60.2% | $85,850-48.4% |
| Participation rate | 75.6% | 73.3%+2.3pp | 77.3%-1.7pp | 69.3%+6.3pp |
| Annual return | 7.03% | 19.99%-13.0pp | 54.65%-47.6pp | 318.53%-311.5pp |
| Employer contribution / active EE | $426 | $2,043-79.1% | $2,731-84.4% | $2,565-83.4% |
| Participant deferral / active EE | $1,689 | $3,641-53.6% | $4,487-62.4% | $3,952-57.3% |
| Admin fee / account holder | $1,950 | $8,188-76.2% | $7,964-75.5% | $6,260-68.9% |