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 | $102,542 | $65,561+56.4% | $86,188+19.0% | $75,163+36.4% |
| Participation rate | 95.2% | 60.5%+34.8pp | 69.0%+26.3pp | 67.2%+28.0pp |
| Annual return | 4.21% | 46.05%-41.8pp | 1168.45%-1164.2pp | 160.62%-156.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,552 | $3,024+17.5% | $3,985-10.9% | $4,125-13.9% |
| Admin fee / account holder | $882 | $5,474-83.9% | $6,852-87.1% | $5,651-84.4% |