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 | $95,002 | $175,600-45.9% | $129,110-26.4% | $134,475-29.4% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.3%+6.1pp | 81.2%+2.1pp |
| Annual return | -23.94% | -11.39%-12.6pp | -10.94%-13.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,408 | $7,975+18.0% | $6,542+43.8% | $6,400+47.0% |
| Admin fee / account holder | $1,623 | $23,567-93.1% | $14,302-88.7% | $11,426-85.8% |