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 | $35,658 | $140,588-74.6% | $123,104-71.0% | $125,391-71.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -18.84% | 16.80%-35.6pp | 13.22%-32.1pp | 282.22%-301.1pp |
| Employer contribution / active EE | $807 | $6,041-86.7% | $5,151-84.3% | $4,866-83.4% |
| Participant deferral / active EE | $5,000 | $6,980-28.4% | $6,230-19.7% | $5,352-6.6% |
| Admin fee / account holder | $2,268 | $11,198-79.8% | $9,015-74.8% | $9,540-76.2% |