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 | $121,755 | $87,841+38.6% | $133,980-9.1% | $62,891+93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.24% | 12.05%-7.8pp | 29.30%-25.1pp | 20.14%-15.9pp |
| Employer contribution / active EE | $48 | $3,483-98.6% | $5,211-99.1% | $2,281-97.9% |
| Participant deferral / active EE | $2,912 | $4,812-39.5% | $6,282-53.6% | $3,203-9.1% |
| Admin fee / account holder | $14,847 | $5,371+176.4% | $9,324+59.2% | $4,296+245.6% |