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 | $133,270 | $167,484-20.4% | $151,611-12.1% | $134,475-0.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -23.30% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $5,154 | $6,829-24.5% | $6,166-16.4% | $4,740+8.7% |
| Participant deferral / active EE | $2,861 | $8,986-68.2% | $8,363-65.8% | $6,400-55.3% |
| Admin fee / account holder | $8,714 | $13,783-36.8% | $11,616-25.0% | $11,426-23.7% |