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 | $24,727 | $167,307-85.2% | $143,757-82.8% | $134,475-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.03% | 0.46%-24.5pp | -0.04%-24.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $402 | $5,619-92.8% | $4,951-91.9% | $4,740-91.5% |
| Participant deferral / active EE | $7,202 | $6,446+11.7% | $5,637+27.8% | $6,400+12.5% |
| Admin fee / account holder | $11,876 | $18,088-34.3% | $14,673-19.1% | $11,426+3.9% |