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 | $100,294 | $167,484-40.1% | $151,611-33.8% | $134,475-25.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -44.20% | 7.80%-52.0pp | 3.33%-47.5pp | 417.96%-462.2pp |
| Employer contribution / active EE | $135 | $6,829-98.0% | $6,166-97.8% | $4,740-97.2% |
| Participant deferral / active EE | $10,256 | $8,986+14.1% | $8,363+22.6% | $6,400+60.3% |
| Admin fee / account holder | $6,229 | $13,783-54.8% | $11,616-46.4% | $11,426-45.5% |