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 | $46,390 | $138,065-66.4% | $123,544-62.5% | $135,375-65.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.63% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $748 | $5,151-85.5% | $4,628-83.8% | $4,779-84.3% |
| Participant deferral / active EE | $11,018 | $6,799+62.0% | $6,426+71.5% | $5,609+96.4% |
| Admin fee / account holder | $4,478 | $10,916-59.0% | $9,284-51.8% | $10,827-58.6% |