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 6-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 | $74,965 | $89,355-16.1% | $141,162-46.9% | $72,985+2.7% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.7pp | 69.5%+22.6pp |
| Annual return | 18.87% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,380 | $5,418-19.2% | $6,709-34.7% | $3,607+21.4% |
| Admin fee / account holder | $3,940 | $5,958-33.9% | $10,261-61.6% | $5,124-23.1% |