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 | $34,507 | $104,664-67.0% | $85,682-59.7% | $167,490-79.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.08% | 21.45%-15.4pp | 21.49%-15.4pp | 478.56%-472.5pp |
| Employer contribution / active EE | $3,506 | $3,337+5.1% | $2,618+33.9% | $4,837-27.5% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $143,519 | $10,032+1330.6% | $6,873+1988.2% | $12,309+1066.0% |