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 | $97,903 | $92,222+6.2% | $76,768+27.5% | $135,375-27.7% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -11.92% | 5.46%-17.4pp | 2.43%-14.3pp | 519.73%-531.7pp |
| Employer contribution / active EE | $719 | $3,216-77.6% | $2,485-71.1% | $4,779-85.0% |
| Participant deferral / active EE | $993 | $4,509-78.0% | $3,852-74.2% | $5,609-82.3% |
| Admin fee / account holder | $3,495 | $10,748-67.5% | $6,675-47.6% | $10,827-67.7% |