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 | $49,929 | $91,538-45.5% | $129,995-61.6% | $75,163-33.6% |
| Participation rate | 97.1% | 71.4%+25.7pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 11.42% | -631.11%+642.5pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,916 | $2,845-32.7% | $4,320-55.7% | $2,670-28.2% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,517 | $6,790-62.9% | $10,614-76.3% | $5,651-55.5% |