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 | $39,335 | $102,966-61.8% | $90,281-56.4% | $152,861-74.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.37% | 95.16%-89.8pp | 78.10%-72.7pp | 345.32%-339.9pp |
| Employer contribution / active EE | $1,077 | $3,139-65.7% | $2,854-62.3% | $4,762-77.4% |
| Participant deferral / active EE | $608 | $4,281-85.8% | $3,885-84.3% | $5,850-89.6% |
| Admin fee / account holder | $764 | $6,171-87.6% | $5,351-85.7% | $11,596-93.4% |