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 | $44,478 | $112,096-60.3% | $95,952-53.6% | $158,922-72.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 3.94% | 171.09%-167.2pp | 91.61%-87.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $832 | $3,198-74.0% | $2,541-67.2% | $4,761-82.5% |
| Participant deferral / active EE | $1,433 | $4,784-70.0% | $4,167-65.6% | $5,982-76.0% |
| Admin fee / account holder | $54,459 | $10,130+437.6% | $6,795+701.4% | $11,246+384.3% |