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 | $21,122 | $57,354-63.2% | $83,848-74.8% | $64,186-67.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.14% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $7,045 | $2,545+176.8% | $3,631+94.0% | $2,381+195.9% |
| Participant deferral / active EE | $731 | $2,993-75.6% | $4,082-82.1% | $3,470-78.9% |
| Admin fee / account holder | $2,773 | $4,046-31.5% | $5,478-49.4% | $4,888-43.3% |