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 | $117,187 | $190,805-38.6% | $159,960-26.7% | $134,475-12.9% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -24.15% | 552.23%-576.4pp | 408.60%-432.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $3,171 | $4,995-36.5% | $4,226-25.0% | $4,740-33.1% |
| Participant deferral / active EE | $684 | $6,923-90.1% | $6,182-88.9% | $6,400-89.3% |
| Admin fee / account holder | $910 | $10,471-91.3% | $8,698-89.5% | $11,426-92.0% |