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 | $37,448 | $73,933-49.3% | $96,683-61.3% | $75,163-50.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -1.26% | 26.70%-28.0pp | 35.69%-37.0pp | 160.62%-161.9pp |
| Employer contribution / active EE | $339 | $2,928-88.4% | $3,737-90.9% | $2,670-87.3% |
| Participant deferral / active EE | $3,078 | $3,659-15.9% | $4,878-36.9% | $4,125-25.4% |
| Admin fee / account holder | $1,142 | $5,216-78.1% | $6,730-83.0% | $5,651-79.8% |