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 | $74,452 | $85,766-13.2% | $136,294-45.4% | $70,131+6.2% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 11.82% | 31.45%-19.6pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,879 | $5,051-23.2% | $6,247-37.9% | $3,332+16.4% |
| Admin fee / account holder | $5,184 | $5,420-4.4% | $9,243-43.9% | $4,645+11.6% |