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 | $101,589 | $82,664+22.9% | $125,339-18.9% | $68,494+48.3% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $8,154 | $3,381+141.2% | $4,814+69.4% | $2,596+214.1% |
| Participant deferral / active EE | $1,671 | $6,110-72.7% | $7,446-77.6% | $4,027-58.5% |
| Admin fee / account holder | $18,247 | $6,275+190.8% | $10,010+82.3% | $5,403+237.7% |