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 9-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 | $5,651 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | -2.61% | 210.33%-212.9pp | 38.56%-41.2pp | 217.08%-219.7pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,905 | $4,352-33.3% | $4,023-27.8% | $6,507-55.4% |
| Admin fee / account holder | $13,167 | $6,386+106.2% | $6,127+114.9% | $12,624+4.3% |