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 | $37,906 | $160,055-76.3% | $140,016-72.9% | $135,375-72.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -11.27% | 911.38%-922.7pp | 651.12%-662.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,640 | $6,420-74.5% | $5,606-70.7% | $4,779-65.7% |
| Participant deferral / active EE | $2,565 | $7,642-66.4% | $6,927-63.0% | $5,609-54.3% |
| Admin fee / account holder | $1,717 | $13,328-87.1% | $10,705-84.0% | $10,827-84.1% |