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 | $25,153 | $107,334-76.6% | $92,893-72.9% | $152,861-83.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.79% | 145.58%-136.8pp | 109.41%-100.6pp | 345.32%-336.5pp |
| Employer contribution / active EE | $349 | $4,221-91.7% | $3,653-90.4% | $4,762-92.7% |
| Participant deferral / active EE | $1,700 | $4,845-64.9% | $4,236-59.9% | $5,850-70.9% |
| Admin fee / account holder | $18,252 | $7,079+157.8% | $5,794+215.0% | $11,596+57.4% |