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 | $19,134 | $70,756-73.0% | $65,493-70.8% | $142,382-86.6% |
| Participation rate | 95.5% | 77.4%+18.1pp | 73.1%+22.4pp | 80.1%+15.3pp |
| Annual return | 8.57% | 1754.89%-1746.3pp | 982.45%-973.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $174 | $2,881-94.0% | $2,574-93.2% | $4,299-96.0% |
| Participant deferral / active EE | $1,764 | $4,637-62.0% | $3,961-55.5% | $6,507-72.9% |
| Admin fee / account holder | $3,772 | $6,559-42.5% | $5,028-25.0% | $12,624-70.1% |