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 | $49,543 | $201,272-75.4% | $184,203-73.1% | $145,922-66.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.30% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,700 | $7,022-61.5% | $6,427-58.0% | $4,660-42.1% |
| Participant deferral / active EE | $1,552 | $9,806-84.2% | $9,131-83.0% | $6,688-76.8% |
| Admin fee / account holder | $21,539 | $16,364+31.6% | $13,901+54.9% | $13,397+60.8% |