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 | $21,439 | $51,175-58.1% | $70,515-69.6% | $75,163-71.5% |
| Participation rate | 76.0% | 60.9%+15.1pp | 68.3%+7.7pp | 67.2%+8.8pp |
| Annual return | -13.58% | 30.02%-43.6pp | 32.77%-46.3pp | 160.62%-174.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,488 | $2,849+57.5% | $4,567-1.7% | $4,125+8.8% |
| Admin fee / account holder | $4,235 | $4,091+3.5% | $6,412-34.0% | $5,651-25.1% |