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 | $41,893 | $167,484-75.0% | $151,611-72.4% | $134,475-68.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.10% | 7.80%-30.9pp | 3.33%-26.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,420 | $6,829-79.2% | $6,166-77.0% | $4,740-70.0% |
| Participant deferral / active EE | $4,347 | $8,986-51.6% | $8,363-48.0% | $6,400-32.1% |
| Admin fee / account holder | $787 | $13,783-94.3% | $11,616-93.2% | $11,426-93.1% |