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 | $106,668 | $142,344-25.1% | $119,609-10.8% | $134,475-20.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -22.67% | -12.44%-10.2pp | -14.97%-7.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $652 | $5,222-87.5% | $4,232-84.6% | $4,740-86.2% |
| Participant deferral / active EE | $7,123 | $6,469+10.1% | $5,602+27.2% | $6,400+11.3% |
| Admin fee / account holder | $11,758 | $13,584-13.4% | $10,323+13.9% | $11,426+2.9% |