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 | $107,718 | $126,574-14.9% | $106,213+1.4% | $145,922-26.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -35.07% | 224.79%-259.9pp | 116.14%-151.2pp | 561.29%-596.4pp |
| Employer contribution / active EE | $20,934 | $3,730+461.2% | $3,171+560.1% | $4,660+349.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $14,339 | $17,304-17.1% | $11,033+30.0% | $13,397+7.0% |