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 | $17,398 | $91,190-80.9% | $178,490-90.3% | $79,858-78.2% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 6.61% | 24.19%-17.6pp | 151.07%-144.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,563 | $3,236-51.7% | $5,202-70.0% | $3,740-58.2% |
| Admin fee / account holder | $5,500 | $6,751-18.5% | $13,984-60.7% | $5,306+3.7% |