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 | $50,353 | $94,338-46.6% | $100,534-49.9% | $142,382-64.6% |
| Participation rate | 77.3% | 81.7%-4.5pp | 80.6%-3.3pp | 80.1%-2.8pp |
| Annual return | 10.06% | 29.20%-19.1pp | 32.66%-22.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $113 | $4,237-97.3% | $4,346-97.4% | $4,299-97.4% |
| Participant deferral / active EE | $2,166 | $5,934-63.5% | $6,144-64.7% | $6,507-66.7% |
| Admin fee / account holder | $27,312 | $8,421+224.3% | $7,654+256.8% | $12,624+116.4% |