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 | $47,230 | $102,317-53.8% | $146,958-67.9% | $80,856-41.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 9.06% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $477 | $3,713-87.2% | $4,933-90.3% | $2,755-82.7% |
| Participant deferral / active EE | $2,641 | $6,644-60.2% | $8,070-67.3% | $4,296-38.5% |
| Admin fee / account holder | $4,689 | $7,941-41.0% | $12,998-63.9% | $6,918-32.2% |