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 | $28,312 | $51,175-44.7% | $70,515-59.9% | $75,163-62.3% |
| Participation rate | 81.8% | 60.9%+20.9pp | 68.3%+13.5pp | 67.2%+14.6pp |
| Annual return | 12.64% | 30.02%-17.4pp | 32.77%-20.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $266 | $1,826-85.5% | $2,973-91.1% | $2,670-90.1% |
| Participant deferral / active EE | $1,673 | $2,849-41.3% | $4,567-63.4% | $4,125-59.4% |
| Admin fee / account holder | $9,462 | $4,091+131.3% | $6,412+47.6% | $5,651+67.4% |