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 | $94,778 | $102,317-7.4% | $146,958-35.5% | $80,856+17.2% |
| Participation rate | 70.5% | 75.8%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 10.09% | 134.76%-124.7pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,909 | $6,644-41.2% | $8,070-51.6% | $4,296-9.0% |
| Admin fee / account holder | $21,197 | $7,941+166.9% | $12,998+63.1% | $6,918+206.4% |