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 | $156,218 | $140,588+11.1% | $123,104+26.9% | $125,391+24.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.88% | 16.80%-25.7pp | 13.22%-22.1pp | 282.22%-291.1pp |
| Employer contribution / active EE | $750 | $6,041-87.6% | $5,151-85.4% | $4,866-84.6% |
| Participant deferral / active EE | $20,875 | $6,980+199.0% | $6,230+235.1% | $5,352+290.1% |
| Admin fee / account holder | $58,762 | $11,198+424.8% | $9,015+551.9% | $9,540+515.9% |