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 | $59,536 | $133,958-55.6% | $112,228-47.0% | $134,475-55.7% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -25.82% | 47.11%-72.9pp | 27.45%-53.3pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,341 | $4,038-66.8% | $3,635-63.1% | $4,740-71.7% |
| Participant deferral / active EE | $92 | $5,291-98.3% | $4,728-98.1% | $6,400-98.6% |
| Admin fee / account holder | $869 | $7,489-88.4% | $6,410-86.4% | $11,426-92.4% |