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 | $18,264 | $58,577-68.8% | $83,333-78.1% | $64,186-71.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -11.33% | 9.65%-21.0pp | 10.63%-22.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $4,005 | $2,098+90.9% | $3,379+18.5% | $2,381+68.2% |
| Participant deferral / active EE | $1,338 | $4,654-71.3% | $5,565-76.0% | $3,470-61.4% |
| Admin fee / account holder | $342 | $9,275-96.3% | $7,510-95.4% | $4,888-93.0% |