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 | $141,532 | $84,696+67.1% | $75,696+87.0% | $167,490-15.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 3.77% | 199.36%-195.6pp | 104.53%-100.8pp | 478.56%-474.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,871 | $4,580-37.3% | $3,821-24.9% | $6,341-54.7% |
| Admin fee / account holder | $370 | $5,355-93.1% | $3,619-89.8% | $12,309-97.0% |