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 | $72,796 | $72,277+0.7% | $101,248-28.1% | $79,858-8.8% |
| Participation rate | 98.0% | 68.5%+29.6pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | -2.06% | 22.30%-24.4pp | 46.47%-48.5pp | 31.71%-33.8pp |
| Employer contribution / active EE | $2,941 | $2,692+9.3% | $3,660-19.6% | $2,471+19.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,761 | $4,400-60.0% | $5,945-70.4% | $5,306-66.8% |