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 | $201,229 | $183,519+9.6% | $155,509+29.4% | $145,922+37.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.14% | 61.17%-56.0pp | 64.67%-59.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $47 | $5,313-99.1% | $4,672-99.0% | $4,660-99.0% |
| Participant deferral / active EE | $5,083 | $6,462-21.3% | $5,626-9.6% | $6,688-24.0% |
| Admin fee / account holder | $1,307 | $19,313-93.2% | $15,912-91.8% | $13,397-90.2% |