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 | $52,911 | $217,402-75.7% | $185,823-71.5% | $167,490-68.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -4.81% | 148.36%-153.2pp | 122.05%-126.9pp | 478.56%-483.4pp |
| Employer contribution / active EE | $14,566 | $5,873+148.0% | $5,167+181.9% | $4,837+201.1% |
| Participant deferral / active EE | $436 | $6,356-93.1% | $5,568-92.2% | $6,341-93.1% |
| Admin fee / account holder | $339 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |