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 | $79,853 | $106,543-25.1% | $91,220-12.5% | $134,475-40.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.44% | 160.60%-183.0pp | 114.01%-136.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $650 | $3,331-80.5% | $2,850-77.2% | $4,740-86.3% |
| Participant deferral / active EE | $548 | $4,719-88.4% | $4,234-87.1% | $6,400-91.4% |
| Admin fee / account holder | $3,494 | $6,231-43.9% | $5,420-35.5% | $11,426-69.4% |