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 | $96,735 | $105,181-8.0% | $159,436-39.3% | $85,850+12.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.14% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $541 | $3,318-83.7% | $4,829-88.8% | $2,565-78.9% |
| Participant deferral / active EE | $2,620 | $5,945-55.9% | $7,352-64.4% | $3,952-33.7% |
| Admin fee / account holder | $8,655 | $6,933+24.8% | $10,799-19.8% | $6,260+38.3% |