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 | $19,147 | $100,754-81.0% | $86,677-77.9% | $134,475-85.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -20.56% | 29.04%-49.6pp | 35.91%-56.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,157 | $3,489-66.8% | $2,836-59.2% | $4,740-75.6% |
| Participant deferral / active EE | $1,678 | $5,338-68.6% | $4,656-64.0% | $6,400-73.8% |
| Admin fee / account holder | $1,915 | $10,926-82.5% | $7,493-74.4% | $11,426-83.2% |