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 | $20,918 | $57,354-63.5% | $83,848-75.1% | $64,186-67.4% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | -11.75% | 11.38%-23.1pp | 850.88%-862.6pp | 7.63%-19.4pp |
| Employer contribution / active EE | $458 | $2,545-82.0% | $3,631-87.4% | $2,381-80.8% |
| Participant deferral / active EE | $2,475 | $2,993-17.3% | $4,082-39.4% | $3,470-28.7% |
| Admin fee / account holder | $1,769 | $4,046-56.3% | $5,478-67.7% | $4,888-63.8% |