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 8-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 | $61,601 | $168,632-63.5% | $147,614-58.3% | $125,391-50.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.48% | 77.65%-82.1pp | 61.98%-66.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,240 | $6,252-80.2% | $5,564-77.7% | $4,866-74.5% |
| Participant deferral / active EE | $8,566 | $5,507+55.5% | $4,895+75.0% | $5,352+60.1% |
| Admin fee / account holder | $556 | $13,580-95.9% | $11,611-95.2% | $9,540-94.2% |