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 | $71,336 | $70,756+0.8% | $65,493+8.9% | $142,382-49.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -0.46% | 1754.89%-1755.4pp | 982.45%-982.9pp | 217.08%-217.5pp |
| Employer contribution / active EE | $1,757 | $2,881-39.0% | $2,574-31.8% | $4,299-59.1% |
| Participant deferral / active EE | $500 | $4,637-89.2% | $3,961-87.4% | $6,507-92.3% |
| Admin fee / account holder | $3,140 | $6,559-52.1% | $5,028-37.6% | $12,624-75.1% |