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 | $84,231 | $180,449-53.3% | $154,107-45.3% | $135,375-37.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.96% | 888.09%-899.0pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $857 | $6,035-85.8% | $5,298-83.8% | $4,779-82.1% |
| Participant deferral / active EE | $4,495 | $5,806-22.6% | $5,081-11.5% | $5,609-19.8% |
| Admin fee / account holder | $321 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |