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 | $74,008 | $198,466-62.7% | $170,442-56.6% | $147,584-49.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.29% | 257.29%-256.0pp | 205.93%-204.6pp | 578.55%-577.3pp |
| Employer contribution / active EE | $1,120 | $6,184-81.9% | $5,433-79.4% | $4,876-77.0% |
| Participant deferral / active EE | $6,060 | $5,629+7.6% | $4,939+22.7% | $5,439+11.4% |
| Admin fee / account holder | $858 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |