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 | $56,451 | $138,065-59.1% | $123,544-54.3% | $135,375-58.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.02% | 153.68%-170.7pp | 119.20%-136.2pp | 519.73%-536.8pp |
| Employer contribution / active EE | $9,702 | $5,151+88.3% | $4,628+109.6% | $4,779+103.0% |
| Participant deferral / active EE | $1,432 | $6,799-78.9% | $6,426-77.7% | $5,609-74.5% |
| Admin fee / account holder | $3,527 | $10,916-67.7% | $9,284-62.0% | $10,827-67.4% |