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 | $37,923 | $73,933-48.7% | $96,683-60.8% | $75,163-49.5% |
| Participation rate | 93.6% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | -6.92% | 26.70%-33.6pp | 35.69%-42.6pp | 160.62%-167.5pp |
| Employer contribution / active EE | $587 | $2,928-80.0% | $3,737-84.3% | $2,670-78.0% |
| Participant deferral / active EE | $4,813 | $3,659+31.6% | $4,878-1.3% | $4,125+16.7% |
| Admin fee / account holder | $8,672 | $5,216+66.3% | $6,730+28.9% | $5,651+53.5% |