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 | $53,121 | $58,927-9.9% | $76,817-30.8% | $72,985-27.2% |
| Participation rate | 90.0% | 67.3%+22.7pp | 72.1%+17.9pp | 69.5%+20.5pp |
| Annual return | 2.70% | 2305.64%-2302.9pp | 1166.11%-1163.4pp | 81.00%-78.3pp |
| Employer contribution / active EE | $2,721 | $1,787+52.3% | $2,302+18.2% | $2,440+11.5% |
| Participant deferral / active EE | $941 | $2,690-65.0% | $3,336-71.8% | $3,607-73.9% |
| Admin fee / account holder | $1,499 | $4,013-62.6% | $6,420-76.7% | $5,124-70.7% |