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 | $109,285 | $110,094-0.7% | $151,611-27.9% | $68,494+59.6% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -57.28% | -10.12%-47.2pp | 3.33%-60.6pp | -7.84%-49.4pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,758 | $6,527+34.2% | $8,363+4.7% | $4,027+117.5% |
| Admin fee / account holder | $7,822 | $7,719+1.3% | $11,616-32.7% | $5,403+44.8% |