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 | $46,047 | $60,124-23.4% | $90,404-49.1% | $79,858-42.3% |
| Participation rate | 81.5% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+11.9pp |
| Annual return | 8.03% | 71.94%-63.9pp | 1293.02%-1285.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $151 | $2,068-92.7% | $3,262-95.4% | $2,471-93.9% |
| Participant deferral / active EE | $1,506 | $2,938-48.7% | $3,963-62.0% | $3,740-59.7% |
| Admin fee / account holder | $3,019 | $3,976-24.1% | $5,611-46.2% | $5,306-43.1% |