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 | $21,850 | $49,227-55.6% | $70,449-69.0% | $79,858-72.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.88% | 30.06%-25.2pp | 109.03%-104.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $56 | $2,099-97.3% | $2,737-97.9% | $2,471-97.7% |
| Participant deferral / active EE | $1,248 | $2,768-54.9% | $3,709-66.3% | $3,740-66.6% |
| Admin fee / account holder | $437 | $2,878-84.8% | $3,845-88.6% | $5,306-91.8% |