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 | $72,522 | $110,257-34.2% | $96,544-24.9% | $139,434-48.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | -9.29% | 26.32%-35.6pp | 25.84%-35.1pp | 372.94%-382.2pp |
| Employer contribution / active EE | $2,196 | $3,620-39.3% | $2,965-25.9% | $4,751-53.8% |
| Participant deferral / active EE | $931 | $5,548-83.2% | $4,851-80.8% | $6,710-86.1% |
| Admin fee / account holder | $2,115 | $11,591-81.8% | $8,252-74.4% | $11,403-81.5% |