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 | $31,907 | $89,753-64.5% | $107,525-70.3% | $84,808-62.4% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 7.06% | 29.48%-22.4pp | 181.32%-174.3pp | 40.90%-33.8pp |
| Employer contribution / active EE | $799 | $3,113-74.3% | $3,754-78.7% | $2,631-69.6% |
| Participant deferral / active EE | $2,299 | $4,056-43.3% | $5,116-55.1% | $4,212-45.4% |
| Admin fee / account holder | $30,137 | $7,222+317.3% | $8,919+237.9% | $7,344+310.4% |