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 | $211,334 | $133,958+57.8% | $112,228+88.3% | $134,475+57.2% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -21.76% | 47.11%-68.9pp | 27.45%-49.2pp | 417.96%-439.7pp |
| Employer contribution / active EE | $92 | $4,038-97.7% | $3,635-97.5% | $4,740-98.1% |
| Participant deferral / active EE | $4,240 | $5,291-19.9% | $4,728-10.3% | $6,400-33.7% |
| Admin fee / account holder | $10,336 | $7,489+38.0% | $6,410+61.2% | $11,426-9.5% |