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 | $32,293 | $100,754-67.9% | $86,677-62.7% | $134,475-76.0% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -21.64% | 29.04%-50.7pp | 35.91%-57.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $475 | $3,489-86.4% | $2,836-83.2% | $4,740-90.0% |
| Participant deferral / active EE | $2,113 | $5,338-60.4% | $4,656-54.6% | $6,400-67.0% |
| Admin fee / account holder | $4,151 | $10,926-62.0% | $7,493-44.6% | $11,426-63.7% |