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 | $30,089 | $105,860-71.6% | $90,749-66.8% | $134,475-77.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.68% | -11.01%-12.7pp | -12.16%-11.5pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,119 | $3,462-67.7% | $2,921-61.7% | $4,740-76.4% |
| Participant deferral / active EE | $195 | $5,216-96.3% | $4,564-95.7% | $6,400-97.0% |
| Admin fee / account holder | $591 | $13,938-95.8% | $8,445-93.0% | $11,426-94.8% |