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 | $73,570 | $168,632-56.4% | $147,614-50.2% | $125,391-41.3% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -6.00% | 77.65%-83.6pp | 61.98%-68.0pp | 282.22%-288.2pp |
| Employer contribution / active EE | $1,115 | $6,252-82.2% | $5,564-80.0% | $4,866-77.1% |
| Participant deferral / active EE | $8,400 | $5,507+52.5% | $4,895+71.6% | $5,352+57.0% |
| Admin fee / account holder | $649 | $13,580-95.2% | $11,611-94.4% | $9,540-93.2% |