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 8-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 | $110,718 | $167,484-33.9% | $151,611-27.0% | $134,475-17.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.25% | 7.80%-35.0pp | 3.33%-30.6pp | 417.96%-445.2pp |
| Employer contribution / active EE | -$5,864 | $6,829-185.9% | $6,166-195.1% | $4,740-223.7% |
| Participant deferral / active EE | $26,114 | $8,986+190.6% | $8,363+212.2% | $6,400+308.0% |
| Admin fee / account holder | $400 | $13,783-97.1% | $11,616-96.6% | $11,426-96.5% |