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 | $49,700 | $198,466-75.0% | $170,442-70.8% | $147,584-66.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.94% | 257.29%-252.4pp | 205.93%-201.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $63 | $6,184-99.0% | $5,433-98.8% | $4,876-98.7% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $466,422 | $16,852+2667.8% | $13,880+3260.3% | $10,885+4184.9% |