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 | $79,874 | $82,664-3.4% | $125,339-36.3% | $68,494+16.6% |
| Participation rate | 92.2% | 75.0%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -21.43% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $408 | $3,381-87.9% | $4,814-91.5% | $2,596-84.3% |
| Participant deferral / active EE | $5,802 | $6,110-5.1% | $7,446-22.1% | $4,027+44.1% |
| Admin fee / account holder | $991 | $6,275-84.2% | $10,010-90.1% | $5,403-81.7% |