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 | $50,994 | $48,795+4.5% | $65,493-22.1% | $84,808-39.9% |
| Participation rate | 92.0% | 67.0%+25.0pp | 73.1%+18.9pp | 68.3%+23.7pp |
| Annual return | 10.40% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,502 | $2,928+53.7% | $3,961+13.7% | $4,212+6.9% |
| Admin fee / account holder | $2,575 | $3,877-33.6% | $5,028-48.8% | $7,344-64.9% |