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 | $54,804 | $85,766-36.1% | $136,294-59.8% | $70,131-21.9% |
| Participation rate | 93.0% | 74.2%+18.9pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | -10.38% | 31.45%-41.8pp | 5155.94%-5166.3pp | 73.14%-83.5pp |
| Employer contribution / active EE | $4,329 | $2,966+45.9% | $4,695-7.8% | $2,342+84.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,265 | $5,420+15.6% | $9,243-32.2% | $4,645+34.9% |