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 | $38,409 | $142,344-73.0% | $119,609-67.9% | $134,475-71.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -20.54% | -12.44%-8.1pp | -14.97%-5.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,635 | $6,469+48.9% | $5,602+72.0% | $6,400+50.6% |
| Admin fee / account holder | $551 | $13,584-95.9% | $10,323-94.7% | $11,426-95.2% |