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 | $120,212 | $102,317+17.5% | $146,958-18.2% | $80,856+48.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 10.74% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $692 | $3,713-81.4% | $4,933-86.0% | $2,755-74.9% |
| Participant deferral / active EE | $5,672 | $6,644-14.6% | $8,070-29.7% | $4,296+32.0% |
| Admin fee / account holder | $20,144 | $7,941+153.7% | $12,998+55.0% | $6,918+191.2% |