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 | $16,463 | $111,754-85.3% | $103,333-84.1% | $145,922-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.36% | 24.77%-20.4pp | 24.88%-20.5pp | 561.29%-556.9pp |
| Employer contribution / active EE | $3,174 | $4,212-24.7% | $3,868-17.9% | $4,660-31.9% |
| Participant deferral / active EE | $692 | $5,619-87.7% | $5,057-86.3% | $6,688-89.7% |
| Admin fee / account holder | $1,628 | $9,750-83.3% | $8,355-80.5% | $13,397-87.9% |