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 | $31,523 | $228,332-86.2% | $185,823-83.0% | $158,922-80.2% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | -21.23% | 40.80%-62.0pp | 35.95%-57.2pp | 302.83%-324.1pp |
| Employer contribution / active EE | $6,258 | $4,967+26.0% | $4,087+53.1% | $4,761+31.4% |
| Participant deferral / active EE | $644 | $6,415-90.0% | $5,632-88.6% | $5,982-89.2% |
| Admin fee / account holder | $37,083 | $11,864+212.6% | $9,500+290.3% | $11,246+229.8% |