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 | $57,077 | $152,509-62.6% | $117,472-51.4% | $134,475-57.6% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -21.49% | 52.99%-74.5pp | 29.74%-51.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,662 | $4,818-24.0% | $4,070-10.0% | $6,400-42.8% |
| Admin fee / account holder | $6,341 | $7,004-9.5% | $5,645+12.3% | $11,426-44.5% |