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 8-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 | $32,916 | $100,754-67.3% | $86,677-62.0% | $134,475-75.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -20.79% | 29.04%-49.8pp | 35.91%-56.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $13 | $3,489-99.6% | $2,836-99.5% | $4,740-99.7% |
| Participant deferral / active EE | $2,788 | $5,338-47.8% | $4,656-40.1% | $6,400-56.4% |
| Admin fee / account holder | $567 | $10,926-94.8% | $7,493-92.4% | $11,426-95.0% |