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 | $40,635 | $48,046-15.4% | $84,611-52.0% | $72,985-44.3% |
| Participation rate | 85.7% | 57.6%+28.1pp | 68.2%+17.5pp | 69.5%+16.2pp |
| Annual return | 15.23% | 37.38%-22.2pp | 258.74%-243.5pp | 81.00%-65.8pp |
| Employer contribution / active EE | $195 | $1,602-87.9% | $2,652-92.7% | $2,440-92.0% |
| Participant deferral / active EE | $3,055 | $2,680+14.0% | $3,899-21.6% | $3,607-15.3% |
| Admin fee / account holder | $1,730 | $3,395-49.0% | $4,912-64.8% | $5,124-66.2% |