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 | $34,180 | $82,664-58.7% | $125,339-72.7% | $68,494-50.1% |
| Participation rate | 84.4% | 75.0%+9.4pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $49 | $3,381-98.6% | $4,814-99.0% | $2,596-98.1% |
| Participant deferral / active EE | $6,357 | $6,110+4.0% | $7,446-14.6% | $4,027+57.9% |
| Admin fee / account holder | $1,103 | $6,275-82.4% | $10,010-89.0% | $5,403-79.6% |