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 | $24,895 | $78,694-68.4% | $67,652-63.2% | $125,391-80.1% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | -4.46% | 9.46%-13.9pp | 6625.04%-6629.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $183 | $3,044-94.0% | $2,266-91.9% | $4,866-96.2% |
| Participant deferral / active EE | $5,696 | $4,292+32.7% | $3,560+60.0% | $5,352+6.4% |
| Admin fee / account holder | $373 | $7,403-95.0% | $4,821-92.3% | $9,540-96.1% |