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 | $46,509 | $78,705-40.9% | $117,854-60.5% | $70,131-33.7% |
| Participation rate | 90.0% | 73.2%+16.8pp | 79.7%+10.3pp | 69.5%+20.5pp |
| Annual return | 9.64% | 23.30%-13.7pp | 335.08%-325.4pp | 73.14%-63.5pp |
| Employer contribution / active EE | $485 | $2,223-78.2% | $3,786-87.2% | $2,342-79.3% |
| Participant deferral / active EE | $2,716 | $3,297-17.6% | $4,482-39.4% | $3,332-18.5% |
| Admin fee / account holder | $5,428 | $5,065+7.2% | $8,020-32.3% | $4,645+16.8% |