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 8-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 | $43,217 | $117,690-63.3% | $71,735-39.8% | $134,475-67.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -27.66% | 25.44%-53.1pp | 9.14%-36.8pp | 417.96%-445.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,656 | $3,759+263.3% | $2,658+413.8% | $6,400+113.4% |
| Admin fee / account holder | $903 | $6,379-85.9% | $3,974-77.3% | $11,426-92.1% |