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 | $35,831 | $138,065-74.0% | $123,544-71.0% | $135,375-73.5% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -14.15% | 153.68%-167.8pp | 119.20%-133.3pp | 519.73%-533.9pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,435 | $6,799-34.8% | $6,426-31.0% | $5,609-20.9% |
| Admin fee / account holder | $329 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |