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.
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 | $56,221 | $115,770-51.4% | $101,248-44.5% | $158,922-64.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.53% | 56.14%-63.7pp | 46.47%-54.0pp | 302.83%-310.4pp |
| Employer contribution / active EE | $1,970 | $4,175-52.8% | $3,660-46.2% | $4,761-58.6% |
| Participant deferral / active EE | $93 | $4,957-98.1% | $4,370-97.9% | $5,982-98.4% |
| Admin fee / account holder | $1,005 | $7,245-86.1% | $5,945-83.1% | $11,246-91.1% |