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 | $26,008 | $148,534-82.5% | $135,903-80.9% | $139,434-81.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.82% | 79.19%-76.4pp | 68.23%-65.4pp | 372.94%-370.1pp |
| Employer contribution / active EE | $893 | $5,243-83.0% | $4,856-81.6% | $4,751-81.2% |
| Participant deferral / active EE | $24,600 | $8,100+203.7% | $7,758+217.1% | $6,710+266.6% |
| Admin fee / account holder | $580,789 | $12,400+4583.9% | $10,762+5296.6% | $11,403+4993.5% |