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 | $158,708 | $197,591-19.7% | $177,821-10.7% | $158,922-0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.17% | 58.76%-54.6pp | 48.32%-44.1pp | 302.83%-298.7pp |
| Employer contribution / active EE | $399 | $6,697-94.0% | $5,918-93.3% | $4,761-91.6% |
| Participant deferral / active EE | $14,627 | $8,405+74.0% | $7,714+89.6% | $5,982+144.5% |
| Admin fee / account holder | $1,262 | $15,399-91.8% | $12,427-89.8% | $11,246-88.8% |