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 | $67,106 | $102,317-34.4% | $146,958-54.3% | $80,856-17.0% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 11.07% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $604 | $3,713-83.7% | $4,933-87.8% | $2,755-78.1% |
| Participant deferral / active EE | $5,136 | $6,644-22.7% | $8,070-36.4% | $4,296+19.6% |
| Admin fee / account holder | $26,365 | $7,941+232.0% | $12,998+102.8% | $6,918+281.1% |