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 | $64,716 | $138,044-53.1% | $125,339-48.4% | $134,475-51.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.62% | 750.33%-783.9pp | 572.05%-605.7pp | 417.96%-451.6pp |
| Employer contribution / active EE | $8,604 | $5,243+64.1% | $4,814+78.7% | $4,740+81.5% |
| Participant deferral / active EE | $1,874 | $7,799-76.0% | $7,446-74.8% | $6,400-70.7% |
| Admin fee / account holder | $1,327 | $11,571-88.5% | $10,010-86.7% | $11,426-88.4% |