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 | $32,060 | $72,277-55.6% | $101,248-68.3% | $79,858-59.9% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 9.10% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $458 | $2,692-83.0% | $3,660-87.5% | $2,471-81.5% |
| Participant deferral / active EE | $2,819 | $3,282-14.1% | $4,370-35.5% | $3,740-24.6% |
| Admin fee / account holder | $5,655 | $4,400+28.5% | $5,945-4.9% | $5,306+6.6% |