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 | $25,128 | $81,248-69.1% | $155,509-83.8% | $80,856-68.9% |
| Participation rate | 81.6% | 66.2%+15.3pp | 78.2%+3.4pp | 67.6%+13.9pp |
| Annual return | 9.94% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.7pp |
| Employer contribution / active EE | $349 | $3,100-88.8% | $4,672-92.5% | $2,755-87.3% |
| Participant deferral / active EE | $2,216 | $3,452-35.8% | $5,626-60.6% | $4,296-48.4% |
| Admin fee / account holder | $10,979 | $7,997+37.3% | $15,912-31.0% | $6,918+58.7% |