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 | $81,544 | $138,044-40.9% | $125,339-34.9% | $134,475-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.24% | 750.33%-780.6pp | 572.05%-602.3pp | 417.96%-448.2pp |
| Employer contribution / active EE | $5,548 | $5,243+5.8% | $4,814+15.2% | $4,740+17.0% |
| Participant deferral / active EE | $1,282 | $7,799-83.6% | $7,446-82.8% | $6,400-80.0% |
| Admin fee / account holder | $32,383 | $11,571+179.9% | $10,010+223.5% | $11,426+183.4% |