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 | $49,846 | $165,335-69.9% | $149,696-66.7% | $158,922-68.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.18% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,678 | $5,103-67.1% | $4,644-63.9% | $4,761-64.8% |
| Participant deferral / active EE | $1,635 | $7,181-77.2% | $6,842-76.1% | $5,982-72.7% |
| Admin fee / account holder | $7,188 | $10,807-33.5% | $9,309-22.8% | $11,246-36.1% |