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 | $51,635 | $100,041-48.4% | $149,718-65.5% | $70,131-26.4% |
| Participation rate | 83.8% | 83.6%+0.2pp | 87.1%-3.2pp | 69.5%+14.3pp |
| Annual return | 1.37% | 27.43%-26.1pp | 1501.63%-1500.3pp | 73.14%-71.8pp |
| Employer contribution / active EE | $18 | $3,662-99.5% | $5,445-99.7% | $2,342-99.2% |
| Participant deferral / active EE | $2,489 | $4,983-50.1% | $6,569-62.1% | $3,332-25.3% |
| Admin fee / account holder | $1,452 | $8,286-82.5% | $11,283-87.1% | $4,645-68.7% |