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 | $48,359 | $90,590-46.6% | $90,782-46.7% | $135,375-64.3% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.7%-11.2pp | 82.6%-11.2pp |
| Annual return | -10.07% | -3.40%-6.7pp | -3.42%-6.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,269 | $4,352-70.8% | $4,105-69.1% | $4,779-73.4% |
| Participant deferral / active EE | $1,368 | $5,407-74.7% | $5,366-74.5% | $5,609-75.6% |
| Admin fee / account holder | $2,861 | $7,683-62.8% | $5,908-51.6% | $10,827-73.6% |