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 | $83,930 | $100,041-16.1% | $149,718-43.9% | $70,131+19.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 6.73% | 27.43%-20.7pp | 1501.63%-1494.9pp | 73.14%-66.4pp |
| Employer contribution / active EE | $1,860 | $3,662-49.2% | $5,445-65.8% | $2,342-20.6% |
| Participant deferral / active EE | $958 | $4,983-80.8% | $6,569-85.4% | $3,332-71.2% |
| Admin fee / account holder | $1,364 | $8,286-83.5% | $11,283-87.9% | $4,645-70.6% |