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 | $23,490 | $60,892-61.4% | $82,389-71.5% | $84,808-72.3% |
| Participation rate | 78.1% | 63.3%+14.9pp | 69.5%+8.6pp | 68.3%+9.8pp |
| Annual return | 9.52% | 37.29%-27.8pp | 28.67%-19.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $277 | $1,779-84.4% | $2,517-89.0% | $2,631-89.5% |
| Participant deferral / active EE | $1,715 | $3,179-46.0% | $4,155-58.7% | $4,212-59.3% |
| Admin fee / account holder | $12,274 | $5,467+124.5% | $7,231+69.8% | $7,344+67.1% |