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 | $63,115 | $177,572-64.5% | $154,803-59.2% | $142,382-55.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 2.03% | 65.07%-63.0pp | 58.88%-56.8pp | 217.08%-215.0pp |
| Employer contribution / active EE | $1,194 | $4,810-75.2% | $4,305-72.3% | $4,299-72.2% |
| Participant deferral / active EE | $1,165 | $6,272-81.4% | $5,540-79.0% | $6,507-82.1% |
| Admin fee / account holder | $480,026 | $16,786+2759.7% | $14,329+3250.0% | $12,624+3702.6% |