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 | $111,961 | $133,958-16.4% | $112,228-0.2% | $134,475-16.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.69% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $9,215 | $4,038+128.2% | $3,635+153.5% | $4,740+94.4% |
| Participant deferral / active EE | $800 | $5,291-84.9% | $4,728-83.1% | $6,400-87.5% |
| Admin fee / account holder | $7,778 | $7,489+3.9% | $6,410+21.3% | $11,426-31.9% |