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 | $64,722 | $102,616-36.9% | $81,983-21.1% | $158,922-59.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 5.48% | 61.04%-55.6pp | 41.31%-35.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $5,890 | $3,240+81.8% | $2,498+135.8% | $4,761+23.7% |
| Participant deferral / active EE | $462 | $4,648-90.1% | $3,722-87.6% | $5,982-92.3% |
| Admin fee / account holder | $375 | $8,235-95.4% | $5,664-93.4% | $11,246-96.7% |