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 | $145,876 | $214,378-32.0% | $200,582-27.3% | $142,382+2.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.81% | 46.41%-43.6pp | 42.33%-39.5pp | 217.08%-214.3pp |
| Employer contribution / active EE | $1,351 | $6,841-80.3% | $6,419-79.0% | $4,299-68.6% |
| Participant deferral / active EE | $19,293 | $9,865+95.6% | $9,331+106.8% | $6,507+196.5% |
| Admin fee / account holder | $1,236 | $17,692-93.0% | $16,305-92.4% | $12,624-90.2% |