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 | $35,560 | $44,221-19.6% | $121,196-70.7% | $56,287-36.8% |
| Participation rate | 92.1% | 61.1%+31.0pp | 71.7%+20.3pp | 69.9%+22.2pp |
| Annual return | -7.50% | -3.58%-3.9pp | 16.93%-24.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,980 | $1,480+33.8% | $4,022-50.8% | $2,111-6.2% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,344-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4,863 | $480+912.4% | $5,019-3.1% | $521+833.6% |