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 | $26,832 | $77,899-65.6% | $149,673-82.1% | $75,163-64.3% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.6pp | 67.2%+14.1pp |
| Annual return | 9.03% | 31.72%-22.7pp | 134.42%-125.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $279 | $3,137-91.1% | $4,818-94.2% | $2,670-89.5% |
| Participant deferral / active EE | $1,335 | $3,411-60.8% | $5,680-76.5% | $4,125-67.6% |
| Admin fee / account holder | $2,810 | $5,956-52.8% | $13,210-78.7% | $5,651-50.3% |