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 | $46,950 | $148,534-68.4% | $135,903-65.5% | $139,434-66.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.22% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,130 | $5,243-59.4% | $4,856-56.1% | $4,751-55.2% |
| Participant deferral / active EE | $2,468 | $8,100-69.5% | $7,758-68.2% | $6,710-63.2% |
| Admin fee / account holder | $25,911 | $12,400+109.0% | $10,762+140.8% | $11,403+127.2% |