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 | $64,464 | $198,466-67.5% | $170,442-62.2% | $147,584-56.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.11% | 257.29%-250.2pp | 205.93%-198.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,213 | $6,184-80.4% | $5,433-77.7% | $4,876-75.1% |
| Participant deferral / active EE | $2,419 | $5,629-57.0% | $4,939-51.0% | $5,439-55.5% |
| Admin fee / account holder | $699 | $16,852-95.9% | $13,880-95.0% | $10,885-93.6% |