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 | $67,651 | $100,754-32.9% | $86,677-22.0% | $134,475-49.7% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -36.27% | 29.04%-65.3pp | 35.91%-72.2pp | 417.96%-454.2pp |
| Employer contribution / active EE | $173 | $3,489-95.0% | $2,836-93.9% | $4,740-96.3% |
| Participant deferral / active EE | $4,250 | $5,338-20.4% | $4,656-8.7% | $6,400-33.6% |
| Admin fee / account holder | $1,212 | $10,926-88.9% | $7,493-83.8% | $11,426-89.4% |