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 4-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 | $17,369 | $90,519-80.8% | $93,789-81.5% | $134,475-87.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -32.17% | -15.72%-16.5pp | -11.33%-20.8pp | 417.96%-450.1pp |
| Employer contribution / active EE | $1,114 | $4,343-74.3% | $4,323-74.2% | $4,740-76.5% |
| Participant deferral / active EE | $8,055 | $5,978+34.7% | $6,094+32.2% | $6,400+25.9% |
| Admin fee / account holder | $501 | $9,252-94.6% | $7,195-93.0% | $11,426-95.6% |