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 | $200,285 | $180,449+11.0% | $154,107+30.0% | $135,375+47.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.93% | 888.09%-898.0pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $404 | $6,035-93.3% | $5,298-92.4% | $4,779-91.6% |
| Participant deferral / active EE | $10,302 | $5,806+77.4% | $5,081+102.8% | $5,609+83.7% |
| Admin fee / account holder | $2,246 | $16,143-86.1% | $13,411-83.2% | $10,827-79.3% |