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 | $16,018 | $106,543-85.0% | $91,220-82.4% | $134,475-88.1% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.2%+6.0pp | 81.2%-2.1pp |
| Annual return | -30.33% | 160.60%-190.9pp | 114.01%-144.3pp | 417.96%-448.3pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,018 | $4,719+48.7% | $4,234+65.8% | $6,400+9.7% |
| Admin fee / account holder | $6,111 | $6,231-1.9% | $5,420+12.8% | $11,426-46.5% |