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 | $48,016 | $209,411-77.1% | $178,490-73.1% | $158,922-69.8% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 2.31% | 188.75%-186.4pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $269 | $5,706-95.3% | $5,011-94.6% | $4,761-94.4% |
| Participant deferral / active EE | $4,743 | $5,954-20.3% | $5,202-8.8% | $5,982-20.7% |
| Admin fee / account holder | $255,073 | $17,074+1393.9% | $13,984+1724.1% | $11,246+2168.2% |