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 | $41,065 | $110,094-62.7% | $151,611-72.9% | $68,494-40.0% |
| Participation rate | 77.6% | 84.0%-6.4pp | 87.5%-9.9pp | 67.9%+9.7pp |
| Annual return | -21.83% | -10.12%-11.7pp | 3.33%-25.2pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,603 | $4,471-64.1% | $6,166-74.0% | $2,596-38.2% |
| Participant deferral / active EE | $2,466 | $6,527-62.2% | $8,363-70.5% | $4,027-38.8% |
| Admin fee / account holder | $4,893 | $7,719-36.6% | $11,616-57.9% | $5,403-9.4% |