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 | $31,719 | $76,000-58.3% | $154,107-79.4% | $64,186-50.6% |
| Participation rate | 93.2% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.6pp |
| Annual return | -12.99% | 30.32%-43.3pp | 735.12%-748.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $394 | $3,351-88.2% | $5,298-92.6% | $2,381-83.5% |
| Participant deferral / active EE | $135 | $3,175-95.8% | $5,081-97.3% | $3,470-96.1% |
| Admin fee / account holder | $561 | $5,596-90.0% | $13,411-95.8% | $4,888-88.5% |