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 | $82,773 | $100,754-17.8% | $86,677-4.5% | $134,475-38.4% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -21.33% | 29.04%-50.4pp | 35.91%-57.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $394 | $3,489-88.7% | $2,836-86.1% | $4,740-91.7% |
| Participant deferral / active EE | $5,818 | $5,338+9.0% | $4,656+25.0% | $6,400-9.1% |
| Admin fee / account holder | $14,925 | $10,926+36.6% | $7,493+99.2% | $11,426+30.6% |