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 | $11,719 | $74,888-84.4% | $71,209-83.5% | $142,382-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.49% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,251 | $2,854-21.1% | $2,721-17.3% | $4,299-47.6% |
| Participant deferral / active EE | $466 | $4,454-89.5% | $4,175-88.8% | $6,507-92.8% |
| Admin fee / account holder | $2,842 | $5,568-49.0% | $5,349-46.9% | $12,624-77.5% |