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 | $92,935 | $91,538+1.5% | $129,995-28.5% | $75,163+23.6% |
| Participation rate | 89.7% | 71.4%+18.3pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | -4.59% | -631.11%+626.5pp | -137.18%+132.6pp | 160.62%-165.2pp |
| Employer contribution / active EE | $522 | $2,845-81.7% | $4,320-87.9% | $2,670-80.4% |
| Participant deferral / active EE | $3,165 | $4,341-27.1% | $5,820-45.6% | $4,125-23.3% |
| Admin fee / account holder | $7,240 | $6,790+6.6% | $10,614-31.8% | $5,651+28.1% |