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 | $110,505 | $69,010+60.1% | $159,960-30.9% | $68,494+61.3% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 67.9%+12.1pp |
| Annual return | -23.45% | -9.65%-13.8pp | 408.60%-432.1pp | -7.84%-15.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,792 | $4,212+156.2% | $6,182+74.6% | $4,027+168.0% |
| Admin fee / account holder | $2,602 | $4,798-45.8% | $8,698-70.1% | $5,403-51.8% |