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 | $67,334 | $133,958-49.7% | $112,228-40.0% | $134,475-49.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.57% | 47.11%-71.7pp | 27.45%-52.0pp | 417.96%-442.5pp |
| Employer contribution / active EE | $388 | $4,038-90.4% | $3,635-89.3% | $4,740-91.8% |
| Participant deferral / active EE | $1,533 | $5,291-71.0% | $4,728-67.6% | $6,400-76.1% |
| Admin fee / account holder | $16,624 | $7,489+122.0% | $6,410+159.3% | $11,426+45.5% |