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 | $72,376 | $112,096-35.4% | $95,952-24.6% | $158,922-54.5% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | -0.37% | 171.09%-171.5pp | 91.61%-92.0pp | 302.83%-303.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,791 | $4,784-62.6% | $4,167-57.0% | $5,982-70.1% |
| Admin fee / account holder | $721 | $10,130-92.9% | $6,795-89.4% | $11,246-93.6% |