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 | $89,231 | $209,832-57.5% | $189,513-52.9% | $167,490-46.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.44% | 748.27%-740.8pp | 555.15%-547.7pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,356 | $6,914-80.4% | $6,162-78.0% | $4,837-72.0% |
| Participant deferral / active EE | $5,069 | $8,935-43.3% | $8,221-38.3% | $6,341-20.1% |
| Admin fee / account holder | $76,469 | $14,293+435.0% | $12,045+534.9% | $12,309+521.2% |