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 | $49,538 | $167,307-70.4% | $143,757-65.5% | $134,475-63.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -44.34% | 0.46%-44.8pp | -0.04%-44.3pp | 417.96%-462.3pp |
| Employer contribution / active EE | $1,827 | $5,619-67.5% | $4,951-63.1% | $4,740-61.5% |
| Participant deferral / active EE | $205 | $6,446-96.8% | $5,637-96.4% | $6,400-96.8% |
| Admin fee / account holder | $579 | $18,088-96.8% | $14,673-96.1% | $11,426-94.9% |