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 6-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 | $9,804 | $88,751-89.0% | $81,812-88.0% | $145,922-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.64% | 1025.40%-1017.8pp | 773.79%-766.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $45 | $3,083-98.5% | $2,912-98.5% | $4,660-99.0% |
| Participant deferral / active EE | $1,327 | $4,643-71.4% | $4,319-69.3% | $6,688-80.2% |
| Admin fee / account holder | $2,589 | $8,415-69.2% | $7,386-65.0% | $13,397-80.7% |