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 | $91,679 | $95,862-4.4% | $79,550+15.2% | $134,475-31.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -22.52% | -2.69%-19.8pp | 0.16%-22.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $528 | $3,128-83.1% | $2,413-78.1% | $4,740-88.9% |
| Participant deferral / active EE | $5,063 | $4,693+7.9% | $3,985+27.1% | $6,400-20.9% |
| Admin fee / account holder | $1,272 | $9,126-86.1% | $6,832-81.4% | $11,426-88.9% |