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 | $36,905 | $165,984-77.8% | $164,813-77.6% | $145,922-74.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 5.07% | 100.03%-95.0pp | 69.93%-64.9pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,011 | $5,273-61.9% | $4,341-53.7% | $4,660-56.8% |
| Participant deferral / active EE | $1,129 | $6,959-83.8% | $6,031-81.3% | $6,688-83.1% |
| Admin fee / account holder | $26,005 | $16,648+56.2% | $12,690+104.9% | $13,397+94.1% |