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 8-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 | $62,359 | $138,044-54.8% | $125,339-50.2% | $134,475-53.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.35% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,847 | $5,243-45.7% | $4,814-40.9% | $4,740-39.9% |
| Participant deferral / active EE | $1,200 | $7,799-84.6% | $7,446-83.9% | $6,400-81.2% |
| Admin fee / account holder | $1,857 | $11,571-83.9% | $10,010-81.4% | $11,426-83.7% |