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 | $108,888 | $183,963-40.8% | $162,163-32.9% | $152,861-28.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | -0.99% | 150.76%-151.8pp | 115.59%-116.6pp | 345.32%-346.3pp |
| Employer contribution / active EE | $624 | $6,371-90.2% | $5,614-88.9% | $4,762-86.9% |
| Participant deferral / active EE | $2,898 | $8,034-63.9% | $7,298-60.3% | $5,850-50.5% |
| Admin fee / account holder | $1,708 | $13,121-87.0% | $10,843-84.2% | $11,596-85.3% |