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 | $32,604 | $149,679-78.2% | $117,039-72.1% | $147,584-77.9% |
| Participation rate | 70.0% | 83.5%-13.5pp | 77.2%-7.2pp | 82.8%-12.8pp |
| Annual return | 6.71% | 19.31%-12.6pp | 18.95%-12.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $594 | $4,937-88.0% | $3,785-84.3% | $4,876-87.8% |
| Participant deferral / active EE | $1,422 | $4,912-71.0% | $3,929-63.8% | $5,439-73.9% |
| Admin fee / account holder | $1,500 | $7,856-80.9% | $5,974-74.9% | $10,885-86.2% |