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 | $147,700 | $102,317+44.4% | $146,958+0.5% | $80,856+82.7% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 6.51% | 134.76%-128.2pp | 418.34%-411.8pp | 35.59%-29.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,356 | $6,644-49.5% | $8,070-58.4% | $4,296-21.9% |
| Admin fee / account holder | $12,301 | $7,941+54.9% | $12,998-5.4% | $6,918+77.8% |