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 | $13,363 | $54,762-75.6% | $90,281-85.2% | $72,985-81.7% |
| Participation rate | 77.8% | 65.1%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 15.59% | 30.63%-15.0pp | 78.10%-62.5pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,388 | $2,887-51.9% | $3,885-64.3% | $3,607-61.5% |
| Admin fee / account holder | $1,830 | $3,972-53.9% | $5,351-65.8% | $5,124-64.3% |