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 | $68,582 | $138,065-50.3% | $123,544-44.5% | $135,375-49.3% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -9.23% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $333 | $5,151-93.5% | $4,628-92.8% | $4,779-93.0% |
| Participant deferral / active EE | $3,330 | $6,799-51.0% | $6,426-48.2% | $5,609-40.6% |
| Admin fee / account holder | $3,206 | $10,916-70.6% | $9,284-65.5% | $10,827-70.4% |