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 | $69,113 | $64,324+7.4% | $118,925-41.9% | $79,858-13.5% |
| Participation rate | 86.5% | 64.9%+21.7pp | 75.4%+11.2pp | 69.6%+16.9pp |
| Annual return | -5.33% | 86.45%-91.8pp | 35.88%-41.2pp | 31.71%-37.0pp |
| Employer contribution / active EE | $2,885 | $1,836+57.1% | $3,263-11.6% | $2,471+16.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,581 | $4,040-36.1% | $6,581-60.8% | $5,306-51.4% |