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 | $70,271 | $180,449-61.1% | $154,107-54.4% | $135,375-48.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -8.81% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,993 | $6,035-33.8% | $5,298-24.6% | $4,779-16.4% |
| Participant deferral / active EE | $1,870 | $5,806-67.8% | $5,081-63.2% | $5,609-66.7% |
| Admin fee / account holder | $1,418 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |