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 | $40,391 | $102,966-60.8% | $90,281-55.3% | $152,861-73.6% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 6.75% | 95.16%-88.4pp | 78.10%-71.3pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,874 | $3,139-40.3% | $2,854-34.3% | $4,762-60.6% |
| Participant deferral / active EE | $729 | $4,281-83.0% | $3,885-81.2% | $5,850-87.5% |
| Admin fee / account holder | $709 | $6,171-88.5% | $5,351-86.8% | $11,596-93.9% |