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 | $83,293 | $81,208+2.6% | $98,907-15.8% | $79,858+4.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -3.15% | 60.99%-64.1pp | 196.43%-199.6pp | 31.71%-34.9pp |
| Employer contribution / active EE | $5,064 | $1,960+158.4% | $2,689+88.3% | $2,471+104.9% |
| Participant deferral / active EE | $1,104 | $3,265-66.2% | $4,244-74.0% | $3,740-70.5% |
| Admin fee / account holder | $6,563 | $6,013+9.1% | $6,642-1.2% | $5,306+23.7% |