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 | $54,905 | $177,572-69.1% | $154,803-64.5% | $142,382-61.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.63% | 65.07%-57.4pp | 58.88%-51.3pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,498 | $4,810-68.9% | $4,305-65.2% | $4,299-65.1% |
| Participant deferral / active EE | $297 | $6,272-95.3% | $5,540-94.6% | $6,507-95.4% |
| Admin fee / account holder | $46,403 | $16,786+176.4% | $14,329+223.8% | $12,624+267.6% |