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 | $71,561 | $142,344-49.7% | $119,609-40.2% | $134,475-46.8% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -21.79% | -12.44%-9.4pp | -14.97%-6.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,024 | $5,222-80.4% | $4,232-75.8% | $4,740-78.4% |
| Participant deferral / active EE | $2,321 | $6,469-64.1% | $5,602-58.6% | $6,400-63.7% |
| Admin fee / account holder | $749 | $13,584-94.5% | $10,323-92.7% | $11,426-93.4% |