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 | $62,816 | $88,083-28.7% | $164,813-61.9% | $74,495-15.7% |
| Participation rate | 72.0% | 73.0%-1.1pp | 78.6%-6.6pp | 67.2%+4.8pp |
| Annual return | 9.92% | 17.26%-7.3pp | 69.93%-60.0pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,253 | $4,498-5.4% | $6,031-29.5% | $4,346-2.1% |
| Admin fee / account holder | $11,709 | $2,234+424.2% | $12,690-7.7% | $1,942+503.0% |