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 | $83,088 | $142,344-41.6% | $119,609-30.5% | $134,475-38.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.96% | -12.44%-13.5pp | -14.97%-11.0pp | 417.96%-443.9pp |
| Employer contribution / active EE | $3,392 | $5,222-35.0% | $4,232-19.8% | $4,740-28.4% |
| Participant deferral / active EE | $1,886 | $6,469-70.9% | $5,602-66.3% | $6,400-70.5% |
| Admin fee / account holder | $3,115 | $13,584-77.1% | $10,323-69.8% | $11,426-72.7% |