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 | $48,432 | $138,065-64.9% | $123,544-60.8% | $135,375-64.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.42% | 153.68%-166.1pp | 119.20%-131.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,244 | $5,151-75.8% | $4,628-73.1% | $4,779-74.0% |
| Participant deferral / active EE | $1,555 | $6,799-77.1% | $6,426-75.8% | $5,609-72.3% |
| Admin fee / account holder | $1,063 | $10,916-90.3% | $9,284-88.5% | $10,827-90.2% |