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 | $97,712 | $183,519-46.8% | $155,509-37.2% | $145,922-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.41% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $437 | $5,313-91.8% | $4,672-90.6% | $4,660-90.6% |
| Participant deferral / active EE | $12,900 | $6,462+99.6% | $5,626+129.3% | $6,688+92.9% |
| Admin fee / account holder | $1,408 | $19,313-92.7% | $15,912-91.2% | $13,397-89.5% |