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 | $36,783 | $75,828-51.5% | $147,614-75.1% | $59,632-38.3% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | -7.26% | 0.37%-7.6pp | 61.98%-69.2pp | 2041.28%-2048.5pp |
| Employer contribution / active EE | $1,313 | $3,485-62.3% | $5,564-76.4% | $2,203-40.4% |
| Participant deferral / active EE | $592 | $3,130-81.1% | $4,895-87.9% | $3,192-81.4% |
| Admin fee / account holder | $831 | $5,985-86.1% | $11,611-92.8% | $4,297-80.7% |