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 3-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 | $10,175 | $74,888-86.4% | $71,209-85.7% | $142,382-92.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | -12.11% | 345.14%-357.3pp | 282.51%-294.6pp | 217.08%-229.2pp |
| Employer contribution / active EE | $410 | $2,854-85.6% | $2,721-84.9% | $4,299-90.5% |
| Participant deferral / active EE | $581 | $4,454-87.0% | $4,175-86.1% | $6,507-91.1% |
| Admin fee / account holder | $9,677 | $5,568+73.8% | $5,349+80.9% | $12,624-23.3% |