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 | $19,794 | $65,561-69.8% | $86,188-77.0% | $75,163-73.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.65% | 46.05%-34.4pp | 1168.45%-1156.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,331 | $1,553+50.1% | $2,380-2.1% | $2,670-12.7% |
| Participant deferral / active EE | $647 | $3,024-78.6% | $3,985-83.8% | $4,125-84.3% |
| Admin fee / account holder | $509 | $5,474-90.7% | $6,852-92.6% | $5,651-91.0% |