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 | $72,623 | $167,307-56.6% | $143,757-49.5% | $134,475-46.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -20.30% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,082 | $5,619-80.7% | $4,951-78.1% | $4,740-77.2% |
| Participant deferral / active EE | $5,456 | $6,446-15.4% | $5,637-3.2% | $6,400-14.8% |
| Admin fee / account holder | $451 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |