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 | $18,844 | $42,894-56.1% | $60,874-69.0% | $68,494-72.5% |
| Participation rate | 90.3% | 66.8%+23.5pp | 73.1%+17.2pp | 67.9%+22.4pp |
| Annual return | -20.84% | -13.98%-6.9pp | 16.90%-37.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,073 | $2,867+7.2% | $3,817-19.5% | $4,027-23.7% |
| Admin fee / account holder | $1,219 | $3,101-60.7% | $3,224-62.2% | $5,403-77.4% |