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 | $90,641 | $171,865-47.3% | $149,718-39.5% | $147,584-38.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 4.16% | 2113.22%-2109.1pp | 1501.63%-1497.5pp | 578.55%-574.4pp |
| Employer contribution / active EE | $1,199 | $6,275-80.9% | $5,445-78.0% | $4,876-75.4% |
| Participant deferral / active EE | $2,982 | $7,271-59.0% | $6,569-54.6% | $5,439-45.2% |
| Admin fee / account holder | $2,528 | $13,799-81.7% | $11,283-77.6% | $10,885-76.8% |