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 | $216,455 | $154,117+40.4% | $129,995+66.5% | $139,434+55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.34% | 32.48%-29.1pp | -137.18%+140.5pp | 372.94%-369.6pp |
| Employer contribution / active EE | $1,016 | $5,289-80.8% | $4,320-76.5% | $4,751-78.6% |
| Participant deferral / active EE | $6,389 | $6,710-4.8% | $5,820+9.8% | $6,710-4.8% |
| Admin fee / account holder | $780 | $14,007-94.4% | $10,614-92.7% | $11,403-93.2% |