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 7-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 | $37,275 | $56,357-33.9% | $104,294-64.3% | $68,494-45.6% |
| Participation rate | 97.6% | 63.3%+34.4pp | 73.3%+24.4pp | 67.9%+29.7pp |
| Annual return | -22.38% | -9.19%-13.2pp | 24.61%-47.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,790 | $3,077+185.7% | $4,625+90.1% | $4,027+118.3% |
| Admin fee / account holder | $980 | $4,903-80.0% | $7,339-86.6% | $5,403-81.9% |