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 | $38,581 | $64,707-40.4% | $112,228-65.6% | $68,494-43.7% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -19.93% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $779 | $2,746-71.6% | $3,635-78.6% | $2,596-70.0% |
| Participant deferral / active EE | $670 | $3,565-81.2% | $4,728-85.8% | $4,027-83.4% |
| Admin fee / account holder | $2,045 | $5,232-60.9% | $6,410-68.1% | $5,403-62.2% |