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 | $20,204 | $43,723-53.8% | $121,196-83.3% | $64,186-68.5% |
| Participation rate | 78.8% | 58.3%+20.5pp | 71.7%+7.0pp | 69.6%+9.2pp |
| Annual return | -8.28% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $977 | $2,280-57.1% | $3,344-70.8% | $3,470-71.8% |
| Admin fee / account holder | $1,139 | $3,501-67.5% | $5,019-77.3% | $4,888-76.7% |