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 | $52,685 | $84,695-37.8% | $73,843-28.7% | $125,391-58.0% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.4%+18.9pp | 83.2%+9.1pp |
| Annual return | -9.54% | 3123.53%-3133.1pp | 2267.84%-2277.4pp | 282.22%-291.8pp |
| Employer contribution / active EE | $3,665 | $3,123+17.3% | $2,787+31.5% | $4,866-24.7% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,116 | $5,691-80.4% | $4,880-77.1% | $9,540-88.3% |