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 8-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 | $58,278 | $133,958-56.5% | $112,228-48.1% | $134,475-56.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.11% | 47.11%-68.2pp | 27.45%-48.6pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,357 | $4,038-16.9% | $3,635-7.6% | $4,740-29.2% |
| Participant deferral / active EE | $625 | $5,291-88.2% | $4,728-86.8% | $6,400-90.2% |
| Admin fee / account holder | $3,358 | $7,489-55.2% | $6,410-47.6% | $11,426-70.6% |