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 8-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 | $2,848 | $54,705-94.8% | $71,209-96.0% | $84,808-96.6% |
| Participation rate | 87.7% | 64.1%+23.6pp | 73.8%+14.0pp | 68.3%+19.4pp |
| Annual return | 12.48% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $215 | $2,158-90.0% | $2,721-92.1% | $2,631-91.8% |
| Participant deferral / active EE | $555 | $3,030-81.7% | $4,175-86.7% | $4,212-86.8% |
| Admin fee / account holder | $2,107 | $4,863-56.7% | $5,349-60.6% | $7,344-71.3% |