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 | $54,229 | $147,167-63.2% | $111,392-51.3% | $135,375-59.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 78.9%-3.9pp | 82.6%-7.6pp |
| Annual return | -8.67% | -4.44%-4.2pp | -2.06%-6.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,311 | $5,204-74.8% | $4,328-69.7% | $4,779-72.6% |
| Participant deferral / active EE | $1,662 | $6,565-74.7% | $5,567-70.1% | $5,609-70.4% |
| Admin fee / account holder | $4,620 | $20,270-77.2% | $12,266-62.3% | $10,827-57.3% |