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 | $6,202 | $54,705-88.7% | $71,209-91.3% | $84,808-92.7% |
| Participation rate | 72.9% | 64.1%+8.8pp | 73.8%-0.8pp | 68.3%+4.6pp |
| Annual return | 5.88% | 35.90%-30.0pp | 282.51%-276.6pp | 40.90%-35.0pp |
| Employer contribution / active EE | $261 | $2,158-87.9% | $2,721-90.4% | $2,631-90.1% |
| Participant deferral / active EE | $672 | $3,030-77.8% | $4,175-83.9% | $4,212-84.0% |
| Admin fee / account holder | $1,294 | $4,863-73.4% | $5,349-75.8% | $7,344-82.4% |