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 | $23,856 | $111,754-78.7% | $103,333-76.9% | $145,922-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.46% | 24.77%-17.3pp | 24.88%-17.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,486 | $4,212-41.0% | $3,868-35.7% | $4,660-46.6% |
| Participant deferral / active EE | $458 | $5,619-91.8% | $5,057-90.9% | $6,688-93.1% |
| Admin fee / account holder | $8,357 | $9,750-14.3% | $8,3550% | $13,397-37.6% |