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 9-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 | $68,079 | $167,307-59.3% | $143,757-52.6% | $134,475-49.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -30.46% | 0.46%-30.9pp | -0.04%-30.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $532 | $5,619-90.5% | $4,951-89.3% | $4,740-88.8% |
| Participant deferral / active EE | $13,571 | $6,446+110.5% | $5,637+140.8% | $6,400+112.1% |
| Admin fee / account holder | $1,857 | $18,088-89.7% | $14,673-87.3% | $11,426-83.7% |