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 | $22,651 | $57,354-60.5% | $83,848-73.0% | $64,186-64.7% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -14.61% | 11.38%-26.0pp | 850.88%-865.5pp | 7.63%-22.2pp |
| Employer contribution / active EE | $122 | $2,545-95.2% | $3,631-96.6% | $2,381-94.9% |
| Participant deferral / active EE | $1,612 | $2,993-46.1% | $4,082-60.5% | $3,470-53.5% |
| Admin fee / account holder | $711 | $4,046-82.4% | $5,478-87.0% | $4,888-85.5% |