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 | $25,522 | $138,065-81.5% | $123,544-79.3% | $135,375-81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.55% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $688 | $5,151-86.7% | $4,628-85.1% | $4,779-85.6% |
| Participant deferral / active EE | $6,792 | $6,799-0.1% | $6,426+5.7% | $5,609+21.1% |
| Admin fee / account holder | $396 | $10,916-96.4% | $9,284-95.7% | $10,827-96.3% |