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 | $28,369 | $77,419-63.4% | $69,455-59.2% | $152,861-81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.22% | 39.06%-37.8pp | 28.97%-27.8pp | 345.32%-344.1pp |
| Employer contribution / active EE | $513 | $3,315-84.5% | $2,779-81.5% | $4,762-89.2% |
| Participant deferral / active EE | $771 | $4,414-82.5% | $3,535-78.2% | $5,850-86.8% |
| Admin fee / account holder | $1,995 | $6,207-67.9% | $3,839-48.0% | $11,596-82.8% |