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 | $200,410 | $159,602+25.6% | $150,045+33.6% | $142,382+40.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.61% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $23 | $4,961-99.5% | $4,693-99.5% | $4,299-99.5% |
| Participant deferral / active EE | $14,516 | $8,310+74.7% | $7,997+81.5% | $6,507+123.1% |
| Admin fee / account holder | $89,465 | $14,846+502.6% | $13,435+565.9% | $12,624+608.7% |