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 | $78,866 | $180,449-56.3% | $154,107-48.8% | $135,375-41.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.52% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.3pp |
| Employer contribution / active EE | $7,910 | $6,035+31.1% | $5,298+49.3% | $4,779+65.5% |
| Participant deferral / active EE | $553 | $5,806-90.5% | $5,081-89.1% | $5,609-90.1% |
| Admin fee / account holder | $1,836 | $16,143-88.6% | $13,411-86.3% | $10,827-83.0% |