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 | $28,887 | $62,573-53.8% | $85,682-66.3% | $85,850-66.4% |
| Participation rate | 84.4% | 61.1%+23.2pp | 69.9%+14.5pp | 69.3%+15.1pp |
| Annual return | 10.87% | 23.77%-12.9pp | 21.49%-10.6pp | 318.53%-307.7pp |
| Employer contribution / active EE | $282 | $1,757-83.9% | $2,618-89.2% | $2,565-89.0% |
| Participant deferral / active EE | $1,623 | $2,802-42.1% | $3,923-58.6% | $3,952-58.9% |
| Admin fee / account holder | $7,129 | $4,640+53.6% | $6,873+3.7% | $6,260+13.9% |