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 | $34,661 | $202,318-82.9% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 2.18% | 1029.65%-1027.5pp | 802.84%-800.7pp | 345.32%-343.1pp |
| Employer contribution / active EE | $746 | $5,856-87.3% | $5,143-85.5% | $4,762-84.3% |
| Participant deferral / active EE | $6,420 | $5,948+7.9% | $5,198+23.5% | $5,850+9.7% |
| Admin fee / account holder | $1,140 | $17,109-93.3% | $13,954-91.8% | $11,596-90.2% |