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 | $28,263 | $30,400-7.0% | $53,898-47.6% | $84,808-66.7% |
| Participation rate | 70.9% | 46.4%+24.5pp | 55.0%+15.9pp | 68.3%+2.6pp |
| Annual return | 13.06% | 500.19%-487.1pp | 528.60%-515.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,887 | $603+544.9% | $932+317.0% | $2,631+47.7% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,368 | $1,993+370.0% | $2,491+276.1% | $7,344+27.6% |