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 | $145,982 | $64,839+125.1% | $95,585+52.7% | $84,808+72.1% |
| Participation rate | 94.4% | 63.8%+30.6pp | 72.1%+22.4pp | 68.3%+26.1pp |
| Annual return | 10.56% | -670.96%+681.5pp | 38.56%-28.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,891 | $2,965-36.2% | $4,023-53.0% | $4,212-55.1% |
| Admin fee / account holder | $64,061 | $5,964+974.1% | $6,127+945.5% | $7,344+772.3% |