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 | $58,949 | $72,492-18.7% | $87,100-32.3% | $72,985-19.2% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 15.60% | 24.46%-8.9pp | 28.19%-12.6pp | 81.00%-65.4pp |
| Employer contribution / active EE | $287 | $1,894-84.9% | $2,521-88.6% | $2,440-88.3% |
| Participant deferral / active EE | $1,562 | $3,270-52.2% | $4,049-61.4% | $3,607-56.7% |
| Admin fee / account holder | $15,062 | $5,055+198.0% | $7,497+100.9% | $5,124+193.9% |