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 | $32,568 | $82,882-60.7% | $127,761-74.5% | $72,985-55.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 1.50% | 32.20%-30.7pp | 26.14%-24.6pp | 81.00%-79.5pp |
| Employer contribution / active EE | $113 | $3,346-96.6% | $4,574-97.5% | $2,440-95.4% |
| Participant deferral / active EE | $3,679 | $4,791-23.2% | $6,021-38.9% | $3,607+2.0% |
| Admin fee / account holder | $501 | $6,487-92.3% | $9,395-94.7% | $5,124-90.2% |