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 | $161,107 | $64,839+148.5% | $95,585+68.5% | $84,808+90.0% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.1%+17.2pp | 68.3%+21.0pp |
| Annual return | 8.76% | -670.96%+679.7pp | 38.56%-29.8pp | 40.90%-32.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,035 | $2,965+137.3% | $4,023+74.9% | $4,212+67.0% |
| Admin fee / account holder | $131,058 | $5,964+2097.4% | $6,127+2038.9% | $7,344+1684.6% |