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 | $50,546 | $209,832-75.9% | $189,513-73.3% | $167,490-69.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.08% | 748.27%-744.2pp | 555.15%-551.1pp | 478.56%-474.5pp |
| Employer contribution / active EE | $7,040 | $6,914+1.8% | $6,162+14.3% | $4,837+45.5% |
| Participant deferral / active EE | $1,977 | $8,935-77.9% | $8,221-75.9% | $6,341-68.8% |
| Admin fee / account holder | $186,622 | $14,293+1205.7% | $12,045+1449.4% | $12,309+1416.1% |