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 | $74,136 | $198,466-62.6% | $170,442-56.5% | $147,584-49.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -1.86% | 257.29%-259.2pp | 205.93%-207.8pp | 578.55%-580.4pp |
| Employer contribution / active EE | $1,253 | $6,184-79.7% | $5,433-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $3,338 | $5,629-40.7% | $4,939-32.4% | $5,439-38.6% |
| Admin fee / account holder | $1,040 | $16,852-93.8% | $13,880-92.5% | $10,885-90.4% |