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 | $98,788 | $228,332-56.7% | $185,823-46.8% | $158,922-37.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -10.29% | 40.80%-51.1pp | 35.95%-46.2pp | 302.83%-313.1pp |
| Employer contribution / active EE | $350 | $4,967-93.0% | $4,087-91.4% | $4,761-92.6% |
| Participant deferral / active EE | $3,042 | $6,415-52.6% | $5,632-46.0% | $5,982-49.1% |
| Admin fee / account holder | $1,420 | $11,864-88.0% | $9,500-85.1% | $11,246-87.4% |