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 9-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 | $92,677 | $150,440-38.4% | $136,294-32.0% | $147,584-37.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.87% | 1049.08%-1045.2pp | 5155.94%-5152.1pp | 578.55%-574.7pp |
| Employer contribution / active EE | $361 | $5,256-93.1% | $4,695-92.3% | $4,876-92.6% |
| Participant deferral / active EE | $4,325 | $6,630-34.8% | $6,247-30.8% | $5,439-20.5% |
| Admin fee / account holder | $166,999 | $10,905+1431.4% | $9,243+1706.7% | $10,885+1434.2% |