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 | $90,919 | $110,094-17.4% | $151,611-40.0% | $68,494+32.7% |
| Participation rate | 83.9% | 84.0%-0.1pp | 87.5%-3.6pp | 67.9%+16.0pp |
| Annual return | -19.75% | -10.12%-9.6pp | 3.33%-23.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,086 | $6,527-22.1% | $8,363-39.2% | $4,027+26.3% |
| Admin fee / account holder | $2,095 | $7,719-72.9% | $11,616-82.0% | $5,403-61.2% |