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 | $142,719 | $202,432-29.5% | $169,368-15.7% | $139,434+2.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.63% | 531.74%-531.1pp | 405.60%-405.0pp | 372.94%-372.3pp |
| Employer contribution / active EE | $496 | $4,692-89.4% | $4,013-87.6% | $4,751-89.6% |
| Participant deferral / active EE | $4,013 | $6,938-42.2% | $6,221-35.5% | $6,710-40.2% |
| Admin fee / account holder | $1,955 | $10,708-81.7% | $9,003-78.3% | $11,403-82.9% |