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 | $40,435 | $167,484-75.9% | $151,611-73.3% | $134,475-69.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -23.54% | 7.80%-31.3pp | 3.33%-26.9pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,926 | $6,829-71.8% | $6,166-68.8% | $4,740-59.4% |
| Participant deferral / active EE | $2,986 | $8,986-66.8% | $8,363-64.3% | $6,400-53.3% |
| Admin fee / account holder | $564 | $13,783-95.9% | $11,616-95.1% | $11,426-95.1% |