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 | $122,279 | $165,335-26.0% | $149,696-18.3% | $158,922-23.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -9.82% | 348.15%-358.0pp | 276.60%-286.4pp | 302.83%-312.6pp |
| Employer contribution / active EE | $901 | $5,103-82.3% | $4,644-80.6% | $4,761-81.1% |
| Participant deferral / active EE | $901 | $7,181-87.4% | $6,842-86.8% | $5,982-84.9% |
| Admin fee / account holder | $4,716 | $10,807-56.4% | $9,309-49.3% | $11,246-58.1% |