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 8-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 | $37,217 | $53,822-30.9% | $75,696-50.8% | $85,850-56.6% |
| Participation rate | 96.4% | 69.1%+27.4pp | 74.8%+21.6pp | 69.3%+27.1pp |
| Annual return | -12.87% | 24.54%-37.4pp | 104.53%-117.4pp | 318.53%-331.4pp |
| Employer contribution / active EE | $7,233 | $2,017+258.6% | $2,743+163.7% | $2,565+182.0% |
| Participant deferral / active EE | $509 | $2,895-82.4% | $3,821-86.7% | $3,952-87.1% |
| Admin fee / account holder | $1,649 | $3,343-50.7% | $3,619-54.4% | $6,260-73.7% |