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 6-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 | $10,726 | $88,751-87.9% | $81,812-86.9% | $145,922-92.6% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 6.41% | 1025.40%-1019.0pp | 773.79%-767.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $3 | $3,083-99.9% | $2,912-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $1,670 | $4,643-64.0% | $4,319-61.3% | $6,688-75.0% |
| Admin fee / account holder | $3,731 | $8,415-55.7% | $7,386-49.5% | $13,397-72.2% |