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 | $64,473 | $100,852-36.1% | $90,404-28.7% | $158,922-59.4% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | -3.59% | 1724.20%-1727.8pp | 1293.02%-1296.6pp | 302.83%-306.4pp |
| Employer contribution / active EE | $3,982 | $3,689+7.9% | $3,262+22.1% | $4,761-16.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,926 | $6,501+37.3% | $5,611+59.1% | $11,246-20.6% |