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 | $55,910 | $152,587-63.4% | $125,175-55.3% | $152,861-63.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.73% | 54.84%-50.1pp | 43.79%-39.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,934 | $4,946-60.9% | $3,865-50.0% | $4,762-59.4% |
| Participant deferral / active EE | $1,407 | $5,868-76.0% | $4,937-71.5% | $5,850-75.9% |
| Admin fee / account holder | $1,106 | $13,434-91.8% | $9,702-88.6% | $11,596-90.5% |