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 | $46,579 | $22,587+106.2% | $65,255-28.6% | $75,163-38.0% |
| Participation rate | 87.9% | 63.1%+24.8pp | 65.0%+22.9pp | 67.2%+20.7pp |
| Annual return | 13.30% | 71.03%-57.7pp | 47.35%-34.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $213 | $941-77.4% | $1,691-87.4% | $2,670-92.0% |
| Participant deferral / active EE | $2,656 | $1,695+56.7% | $2,831-6.2% | $4,125-35.6% |
| Admin fee / account holder | $4,910 | $1,876+161.8% | $4,112+19.4% | $5,651-13.1% |