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 | $107,363 | $92,222+16.4% | $76,768+39.9% | $135,375-20.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.79% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,228 | $3,216+0.4% | $2,485+29.9% | $4,779-32.5% |
| Participant deferral / active EE | $993 | $4,509-78.0% | $3,852-74.2% | $5,609-82.3% |
| Admin fee / account holder | $3,050 | $10,748-71.6% | $6,675-54.3% | $10,827-71.8% |