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 7-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 | $127,902 | $111,724+14.5% | $93,606+36.6% | $145,922-12.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.22% | 202.98%-200.8pp | 133.20%-131.0pp | 561.29%-559.1pp |
| Employer contribution / active EE | $322 | $3,090-89.6% | $2,420-86.7% | $4,660-93.1% |
| Participant deferral / active EE | $3,525 | $4,912-28.2% | $4,411-20.1% | $6,688-47.3% |
| Admin fee / account holder | $6,615 | $10,250-35.5% | $8,285-20.2% | $13,397-50.6% |