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 9-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 | $38,436 | $106,890-64.0% | $84,015-54.3% | $152,861-74.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 69.0%+24.3pp | 82.4%+10.9pp |
| Annual return | -1.19% | 104.99%-106.2pp | 71.31%-72.5pp | 345.32%-346.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13 | $4,011-99.7% | $3,239-99.6% | $5,850-99.8% |
| Admin fee / account holder | $558 | $8,285-93.3% | $6,101-90.9% | $11,596-95.2% |