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 | $71,219 | $137,414-48.2% | $189,513-62.4% | $85,850-17.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.50% | 38.14%-26.6pp | 555.15%-543.7pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,559 | $4,344-18.1% | $6,162-42.2% | $2,565+38.7% |
| Participant deferral / active EE | $2,660 | $6,260-57.5% | $8,221-67.6% | $3,952-32.7% |
| Admin fee / account holder | $4,432 | $8,630-48.6% | $12,045-63.2% | $6,260-29.2% |