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 | $29,085 | $77,634-62.5% | $156,549-81.4% | $62,891-53.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.52% | 50.32%-48.8pp | 32.23%-30.7pp | 20.14%-18.6pp |
| Employer contribution / active EE | $3,741 | $3,444+8.6% | $5,501-32.0% | $2,281+64.0% |
| Participant deferral / active EE | $539 | $3,045-82.3% | $4,871-88.9% | $3,203-83.2% |
| Admin fee / account holder | $18,665 | $5,561+235.6% | $13,027+43.3% | $4,296+334.5% |