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 | $38,036 | $106,543-64.3% | $91,220-58.3% | $134,475-71.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.25% | 160.60%-183.8pp | 114.01%-137.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,162 | $3,331-65.1% | $2,850-59.2% | $4,740-75.5% |
| Participant deferral / active EE | $389 | $4,719-91.8% | $4,234-90.8% | $6,400-93.9% |
| Admin fee / account holder | $10,597 | $6,231+70.1% | $5,420+95.5% | $11,426-7.3% |