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 | $40,089 | $133,922-70.1% | $116,228-65.5% | $142,382-71.8% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.6%+20.9pp | 80.1%+15.3pp |
| Annual return | -78.93% | 147.76%-226.7pp | 90.06%-169.0pp | 217.08%-296.0pp |
| Employer contribution / active EE | $18,642 | $3,446+441.1% | $2,994+522.6% | $4,299+333.6% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5,845 | $14,945-60.9% | $11,989-51.2% | $12,624-53.7% |