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 | $122,981 | $45,863+168.1% | $77,024+59.7% | $68,494+79.5% |
| Participation rate | 89.8% | 55.9%+33.9pp | 67.9%+21.9pp | 67.9%+21.9pp |
| Annual return | -21.00% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,904 | $2,962-2.0% | $4,426-34.4% | $4,027-27.9% |
| Admin fee / account holder | $25,133 | $3,041+726.6% | $5,425+363.3% | $5,403+365.2% |