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 | $32,236 | $165,335-80.5% | $149,696-78.5% | $158,922-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.65% | 348.15%-347.5pp | 276.60%-275.9pp | 302.83%-302.2pp |
| Employer contribution / active EE | $11,137 | $5,103+118.3% | $4,644+139.8% | $4,761+133.9% |
| Participant deferral / active EE | $2,277 | $7,181-68.3% | $6,842-66.7% | $5,982-61.9% |
| Admin fee / account holder | $227,320 | $10,807+2003.5% | $9,309+2342.0% | $11,246+1921.4% |