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 | $58,216 | $81,900-28.9% | $119,609-51.3% | $68,494-15.0% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -20.95% | -23.82%+2.9pp | -14.97%-6.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,209 | $2,693-55.1% | $4,232-71.4% | $2,596-53.4% |
| Participant deferral / active EE | $1,327 | $4,148-68.0% | $5,602-76.3% | $4,027-67.0% |
| Admin fee / account holder | $2,729 | $6,582-58.5% | $10,323-73.6% | $5,403-49.5% |