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 | $64,938 | $106,543-39.0% | $91,220-28.8% | $134,475-51.7% |
| Participation rate | 92.9% | 76.8%+16.0pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -21.67% | 160.60%-182.3pp | 114.01%-135.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,442 | $3,331-26.7% | $2,850-14.3% | $4,740-48.5% |
| Participant deferral / active EE | $393 | $4,719-91.7% | $4,234-90.7% | $6,400-93.9% |
| Admin fee / account holder | $540 | $6,231-91.3% | $5,420-90.0% | $11,426-95.3% |