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 4-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 | $24,745 | $179,726-86.2% | $156,263-84.2% | $142,382-82.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | -26.45% | 77.86%-104.3pp | 59.47%-85.9pp | 217.08%-243.5pp |
| Employer contribution / active EE | $335 | $5,069-93.4% | $4,333-92.3% | $4,299-92.2% |
| Participant deferral / active EE | $2,188 | $6,956-68.5% | $6,158-64.5% | $6,507-66.4% |
| Admin fee / account holder | $12,113 | $17,272-29.9% | $14,255-15.0% | $12,624-4.0% |