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 | $22,156 | $105,998-79.1% | $92,233-76.0% | $147,584-85.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 4.50% | 50.05%-45.6pp | 176.28%-171.8pp | 578.55%-574.1pp |
| Employer contribution / active EE | $7,279 | $4,333+68.0% | $3,679+97.8% | $4,876+49.3% |
| Participant deferral / active EE | $428 | $4,478-90.4% | $3,897-89.0% | $5,439-92.1% |
| Admin fee / account holder | $1,558 | $6,332-75.4% | $5,194-70.0% | $10,885-85.7% |