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 | $25,350 | $91,190-72.2% | $178,490-85.8% | $79,858-68.3% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 0.73% | 24.19%-23.5pp | 151.07%-150.3pp | 31.71%-31.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,831 | $3,236-43.4% | $5,202-64.8% | $3,740-51.0% |
| Admin fee / account holder | $16,129 | $6,751+138.9% | $13,984+15.3% | $5,306+204.0% |