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 | $55,215 | $56,199-1.8% | $67,652-18.4% | $59,632-7.4% |
| Participation rate | 82.7% | 71.5%+11.2pp | 75.7%+7.0pp | 68.7%+14.0pp |
| Annual return | -2.33% | 18505.31%-18507.6pp | 6625.04%-6627.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $6 | $1,614-99.6% | $2,266-99.7% | $2,203-99.7% |
| Participant deferral / active EE | $2,644 | $2,844-7.0% | $3,560-25.7% | $3,192-17.1% |
| Admin fee / account holder | $5,007 | $3,958+26.5% | $4,821+3.9% | $4,297+16.5% |