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 5-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 | $17,035 | $138,044-87.7% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -27.12% | 750.33%-777.5pp | 572.05%-599.2pp | 417.96%-445.1pp |
| Employer contribution / active EE | $741 | $5,243-85.9% | $4,814-84.6% | $4,740-84.4% |
| Participant deferral / active EE | $9,048 | $7,799+16.0% | $7,446+21.5% | $6,400+41.4% |
| Admin fee / account holder | $499 | $11,571-95.7% | $10,010-95.0% | $11,426-95.6% |