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 6-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 | $100,092 | $95,862+4.4% | $79,550+25.8% | $134,475-25.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.91% | -2.69%-31.2pp | 0.16%-34.1pp | 417.96%-451.9pp |
| Employer contribution / active EE | $1,373 | $3,128-56.1% | $2,413-43.1% | $4,740-71.0% |
| Participant deferral / active EE | $952 | $4,693-79.7% | $3,985-76.1% | $6,400-85.1% |
| Admin fee / account holder | $2,228 | $9,126-75.6% | $6,832-67.4% | $11,426-80.5% |