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 10-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 | $35,851 | $43,327-17.3% | $59,878-40.1% | $64,186-44.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.13% | -1.55%-6.6pp | 3.46%-11.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $27 | $2,028-98.7% | $2,722-99.0% | $2,381-98.9% |
| Participant deferral / active EE | $10,124 | $2,546+297.7% | $3,402+197.6% | $3,470+191.8% |
| Admin fee / account holder | $3,918 | $3,005+30.4% | $3,590+9.1% | $4,888-19.8% |