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 | $48,379 | $83,902-42.3% | $167,512-71.1% | $84,808-43.0% |
| Participation rate | 97.1% | 66.5%+30.6pp | 77.1%+20.0pp | 68.3%+28.7pp |
| Annual return | 12.14% | 91.55%-79.4pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $10,434 | $2,264+360.9% | $3,882+168.8% | $2,631+296.6% |
| Participant deferral / active EE | $1,247 | $4,442-71.9% | $6,405-80.5% | $4,212-70.4% |
| Admin fee / account holder | $3,631 | $7,915-54.1% | $9,769-62.8% | $7,344-50.6% |