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 | $19,619 | $73,515-73.3% | $62,995-68.9% | $147,584-86.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 8.67% | 175.43%-166.8pp | 87.57%-78.9pp | 578.55%-569.9pp |
| Employer contribution / active EE | $145 | $3,320-95.6% | $2,759-94.7% | $4,876-97.0% |
| Participant deferral / active EE | $2,066 | $4,185-50.6% | $3,329-37.9% | $5,439-62.0% |
| Admin fee / account holder | $4,173 | $5,953-29.9% | $3,600+15.9% | $10,885-61.7% |