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 | $28,820 | $167,307-82.8% | $143,757-80.0% | $134,475-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.13% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $948 | $5,619-83.1% | $4,951-80.9% | $4,740-80.0% |
| Participant deferral / active EE | $12,982 | $6,446+101.4% | $5,637+130.3% | $6,400+102.9% |
| Admin fee / account holder | $369 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |