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 | $42,466 | $201,272-78.9% | $184,203-76.9% | $145,922-70.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.04% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,141 | $7,022-69.5% | $6,427-66.7% | $4,660-54.1% |
| Participant deferral / active EE | $1,966 | $9,806-80.0% | $9,131-78.5% | $6,688-70.6% |
| Admin fee / account holder | $658 | $16,364-96.0% | $13,901-95.3% | $13,397-95.1% |