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 | $111,325 | $59,417+87.4% | $93,606+18.9% | $74,495+49.4% |
| Participation rate | 79.4% | 59.7%+19.8pp | 68.7%+10.7pp | 67.2%+12.2pp |
| Annual return | 7.00% | 81.83%-74.8pp | 133.20%-126.2pp | 1364.94%-1357.9pp |
| Employer contribution / active EE | $32 | $1,264-97.4% | $2,420-98.7% | $2,623-98.8% |
| Participant deferral / active EE | $2,548 | $3,050-16.5% | $4,411-42.2% | $4,346-41.4% |
| Admin fee / account holder | $3,087 | $3,021+2.2% | $8,285-62.7% | $1,942+59.0% |