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 | $29,508 | $165,335-82.2% | $149,696-80.3% | $158,922-81.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.19% | 348.15%-347.0pp | 276.60%-275.4pp | 302.83%-301.6pp |
| Employer contribution / active EE | $2,047 | $5,103-59.9% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $1,222 | $7,181-83.0% | $6,842-82.1% | $5,982-79.6% |
| Admin fee / account holder | $42,753 | $10,807+295.6% | $9,309+359.3% | $11,246+280.2% |