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 | $42,928 | $135,635-68.4% | $110,238-61.1% | $135,375-68.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.05% | 513.19%-523.2pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,757 | $4,906-23.4% | $3,826-1.8% | $4,779-21.4% |
| Participant deferral / active EE | $1,487 | $5,506-73.0% | $4,672-68.2% | $5,609-73.5% |
| Admin fee / account holder | $3,139 | $11,457-72.6% | $8,547-63.3% | $10,827-71.0% |