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 | $14,189 | $60,323-76.5% | $81,812-82.7% | $74,495-81.0% |
| Participation rate | 87.6% | 62.9%+24.7pp | 72.3%+15.3pp | 67.2%+20.4pp |
| Annual return | 10.36% | 16.90%-6.5pp | 773.79%-763.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $411 | $2,620-84.3% | $2,912-85.9% | $2,623-84.3% |
| Participant deferral / active EE | $646 | $3,387-80.9% | $4,319-85.0% | $4,346-85.1% |
| Admin fee / account holder | $1,412 | $1,486-5.0% | $7,386-80.9% | $1,942-27.3% |