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 | $50,559 | $183,963-72.5% | $162,163-68.8% | $152,861-66.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.71% | 150.76%-147.1pp | 115.59%-111.9pp | 345.32%-341.6pp |
| Employer contribution / active EE | $3,470 | $6,371-45.5% | $5,614-38.2% | $4,762-27.1% |
| Participant deferral / active EE | $2,608 | $8,034-67.5% | $7,298-64.3% | $5,850-55.4% |
| Admin fee / account holder | $388 | $13,121-97.0% | $10,843-96.4% | $11,596-96.7% |