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 | $30,861 | $70,669-56.3% | $169,368-81.8% | $75,163-58.9% |
| Participation rate | 91.9% | 64.8%+27.1pp | 77.1%+14.7pp | 67.2%+24.7pp |
| Annual return | -9.24% | 36.36%-45.6pp | 405.60%-414.8pp | 160.62%-169.9pp |
| Employer contribution / active EE | $1,757 | $2,211-20.5% | $4,013-56.2% | $2,670-34.2% |
| Participant deferral / active EE | $1,224 | $4,311-71.6% | $6,221-80.3% | $4,125-70.3% |
| Admin fee / account holder | $2,168 | $5,402-59.9% | $9,003-75.9% | $5,651-61.6% |