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 | $28,184 | $91,190-69.1% | $178,490-84.2% | $79,858-64.7% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | -40.11% | 24.19%-64.3pp | 151.07%-191.2pp | 31.71%-71.8pp |
| Employer contribution / active EE | $9,487 | $3,256+191.4% | $5,011+89.3% | $2,471+284.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,405 | $6,751-19.9% | $13,984-61.4% | $5,306+1.9% |