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 | $20,378 | $42,383-51.9% | $76,523-73.4% | $64,186-68.3% |
| Participation rate | 98.1% | 58.1%+40.0pp | 68.0%+30.1pp | 69.6%+28.5pp |
| Annual return | -9.55% | -16.54%+7.0pp | -0.27%-9.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,104 | $2,566+98.9% | $3,835+33.1% | $3,470+47.1% |
| Admin fee / account holder | $3,312 | $3,198+3.6% | $4,848-31.7% | $4,888-32.2% |