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 | $197,178 | $92,222+113.8% | $76,768+156.8% | $135,375+45.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.92% | 5.46%-17.4pp | 2.43%-14.3pp | 519.73%-531.7pp |
| Employer contribution / active EE | $540 | $3,216-83.2% | $2,485-78.3% | $4,779-88.7% |
| Participant deferral / active EE | $18,500 | $4,509+310.3% | $3,852+380.3% | $5,609+229.8% |
| Admin fee / account holder | $2,096 | $10,748-80.5% | $6,675-68.6% | $10,827-80.6% |