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 | $119,390 | $106,543+12.1% | $91,220+30.9% | $134,475-11.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -28.95% | 160.60%-189.5pp | 114.01%-143.0pp | 417.96%-446.9pp |
| Employer contribution / active EE | $475 | $3,331-85.7% | $2,850-83.3% | $4,740-90.0% |
| Participant deferral / active EE | $729 | $4,719-84.5% | $4,234-82.8% | $6,400-88.6% |
| Admin fee / account holder | $801 | $6,231-87.1% | $5,420-85.2% | $11,426-93.0% |