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 | $96,535 | $185,822-48.0% | $169,993-43.2% | $139,434-30.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.78% | 60.50%-56.7pp | 53.37%-49.6pp | 372.94%-369.2pp |
| Employer contribution / active EE | $1,266 | $7,590-83.3% | $6,785-81.3% | $4,751-73.4% |
| Participant deferral / active EE | $16,294 | $11,622+40.2% | $10,408+56.6% | $6,710+142.8% |
| Admin fee / account holder | $755 | $15,381-95.1% | $12,815-94.1% | $11,403-93.4% |