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.
Participant 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 | $83,161 | $102,604-18.9% | $86,188-3.5% | $139,434-40.4% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.0%+10.0pp | 80.3%-1.4pp |
| Annual return | -7.07% | 1922.51%-1929.6pp | 1168.45%-1175.5pp | 372.94%-380.0pp |
| Employer contribution / active EE | $7,751 | $3,032+155.6% | $2,380+225.7% | $4,751+63.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,417 | $8,657-83.6% | $6,852-79.3% | $11,403-87.6% |