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 | $79,271 | $138,065-42.6% | $123,544-35.8% | $135,375-41.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.96% | 153.68%-164.6pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,251 | $5,151-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $1,339 | $6,799-80.3% | $6,426-79.2% | $5,609-76.1% |
| Admin fee / account holder | $703 | $10,916-93.6% | $9,284-92.4% | $10,827-93.5% |