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 | $17,126 | $114,381-85.0% | $107,525-84.1% | $142,382-88.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.63% | 242.71%-238.1pp | 181.32%-176.7pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,586 | $4,015-60.5% | $3,754-57.8% | $4,299-63.1% |
| Participant deferral / active EE | $1,060 | $5,564-81.0% | $5,116-79.3% | $6,507-83.7% |
| Admin fee / account holder | $18,476 | $9,860+87.4% | $8,919+107.2% | $12,624+46.4% |