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 | $35,473 | $129,942-72.7% | $104,294-66.0% | $134,475-73.6% |
| Participation rate | 94.4% | 79.5%+14.9pp | 73.3%+21.2pp | 81.2%+13.2pp |
| Annual return | -21.21% | 42.03%-63.2pp | 24.61%-45.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $6,035 | $4,184+44.2% | $3,372+79.0% | $4,740+27.3% |
| Participant deferral / active EE | $1,204 | $5,588-78.4% | $4,625-74.0% | $6,400-81.2% |
| Admin fee / account holder | $925 | $9,323-90.1% | $7,339-87.4% | $11,426-91.9% |