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 4-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 | $14,579 | $26,549-45.1% | $61,373-76.2% | $66,914-78.2% |
| Participation rate | 95.1% | 38.1%+57.0pp | 52.6%+42.5pp | 69.8%+25.3pp |
| Annual return | -20.23% | -16.21%-4.0pp | 338.61%-358.8pp | 1.58%-21.8pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,450 | $1,338+8.4% | $2,125-31.8% | $4,237-65.8% |
| Admin fee / account holder | $1,405 | $409+243.8% | $2,130-34.0% | $593+136.8% |