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 | $53,036 | $95,803-44.6% | $113,168-53.1% | $84,808-37.5% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 7.01% | 25.00%-18.0pp | 24.27%-17.3pp | 40.90%-33.9pp |
| Employer contribution / active EE | $524 | $2,360-77.8% | $2,975-82.4% | $2,631-80.1% |
| Participant deferral / active EE | $3,987 | $4,242-6.0% | $5,107-21.9% | $4,212-5.3% |
| Admin fee / account holder | $36,067 | $8,989+301.2% | $12,068+198.9% | $7,344+391.1% |