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 | $238,758 | $102,317+133.4% | $146,958+62.5% | $80,856+195.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 11.50% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $204 | $3,713-94.5% | $4,933-95.9% | $2,755-92.6% |
| Participant deferral / active EE | $2,907 | $6,644-56.2% | $8,070-64.0% | $4,296-32.3% |
| Admin fee / account holder | $86,661 | $7,941+991.3% | $12,998+566.7% | $6,918+1152.7% |