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 | $57,068 | $80,968-29.5% | $96,544-40.9% | $75,163-24.1% |
| Participation rate | 86.5% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.3pp |
| Annual return | -5.36% | 27.06%-32.4pp | 25.84%-31.2pp | 160.62%-166.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,000 | $3,928-23.6% | $4,851-38.2% | $4,125-27.3% |
| Admin fee / account holder | $20,411 | $6,724+203.5% | $8,252+147.3% | $5,651+261.2% |