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 | $72,245 | $127,065-43.1% | $113,168-36.2% | $142,382-49.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -0.86% | 24.03%-24.9pp | 24.27%-25.1pp | 217.08%-217.9pp |
| Employer contribution / active EE | $273 | $3,442-92.1% | $2,975-90.8% | $4,299-93.6% |
| Participant deferral / active EE | $6,658 | $5,716+16.5% | $5,107+30.4% | $6,507+2.3% |
| Admin fee / account holder | $105,509 | $15,736+570.5% | $12,068+774.3% | $12,624+735.8% |