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 | $76,740 | $64,707+18.6% | $112,228-31.6% | $68,494+12.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.91% | -11.40%-10.5pp | 27.45%-49.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $21,691 | $2,746+689.9% | $3,635+496.8% | $2,596+735.4% |
| Participant deferral / active EE | $1,196 | $3,565-66.4% | $4,728-74.7% | $4,027-70.3% |
| Admin fee / account holder | $10,629 | $5,232+103.2% | $6,410+65.8% | $5,403+96.7% |