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 | $171,398 | $190,805-10.2% | $159,960+7.2% | $134,475+27.5% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -23.56% | 552.23%-575.8pp | 408.60%-432.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $288 | $4,995-94.2% | $4,226-93.2% | $4,740-93.9% |
| Participant deferral / active EE | $2,641 | $6,923-61.8% | $6,182-57.3% | $6,400-58.7% |
| Admin fee / account holder | $4,833 | $10,471-53.8% | $8,698-44.4% | $11,426-57.7% |