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 7-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 | $18,551 | $59,107-68.6% | $86,436-78.5% | $68,494-72.9% |
| Participation rate | 93.0% | 75.2%+17.8pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -19.73% | -0.23%-19.5pp | 4394.89%-4414.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,297 | $5,901+91.4% | $6,952+62.5% | $4,027+180.5% |
| Admin fee / account holder | $1,075 | $5,637-80.9% | $6,731-84.0% | $5,403-80.1% |