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 | $135,218 | $112,881+19.8% | $90,951+48.7% | $158,922-14.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | -17.23% | 215.79%-233.0pp | 134.60%-151.8pp | 302.83%-320.1pp |
| Employer contribution / active EE | $557 | $2,893-80.7% | $2,122-73.8% | $4,761-88.3% |
| Participant deferral / active EE | $854 | $4,128-79.3% | $3,373-74.7% | $5,982-85.7% |
| Admin fee / account holder | $6,275 | $8,041-22.0% | $5,959+5.3% | $11,246-44.2% |