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 | $48,957 | $167,484-70.8% | $151,611-67.7% | $134,475-63.6% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -23.18% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,414 | $6,829-64.7% | $6,166-60.9% | $4,740-49.1% |
| Participant deferral / active EE | $3,044 | $8,986-66.1% | $8,363-63.6% | $6,400-52.4% |
| Admin fee / account holder | $5,258 | $13,783-61.9% | $11,616-54.7% | $11,426-54.0% |