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 | $14,498 | $70,756-79.5% | $65,493-77.9% | $142,382-89.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.32% | 1754.89%-1745.6pp | 982.45%-973.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $407 | $2,881-85.9% | $2,574-84.2% | $4,299-90.5% |
| Participant deferral / active EE | $280 | $4,637-94.0% | $3,961-92.9% | $6,507-95.7% |
| Admin fee / account holder | $4,819 | $6,559-26.5% | $5,028-4.2% | $12,624-61.8% |