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 | $31,874 | $150,440-78.8% | $136,294-76.6% | $147,584-78.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 2.63% | 1049.08%-1046.5pp | 5155.94%-5153.3pp | 578.55%-575.9pp |
| Employer contribution / active EE | $462 | $5,256-91.2% | $4,695-90.2% | $4,876-90.5% |
| Participant deferral / active EE | $5,335 | $6,630-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $426 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |