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 6-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 | $69,928 | $190,805-63.4% | $159,960-56.3% | $134,475-48.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.58% | 552.23%-576.8pp | 408.60%-433.2pp | 417.96%-442.5pp |
| Employer contribution / active EE | $461 | $4,995-90.8% | $4,226-89.1% | $4,740-90.3% |
| Participant deferral / active EE | $11,869 | $6,923+71.4% | $6,182+92.0% | $6,400+85.5% |
| Admin fee / account holder | $4,821 | $10,471-54.0% | $8,698-44.6% | $11,426-57.8% |