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 | $29,271 | $112,881-74.1% | $90,951-67.8% | $158,922-81.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.09% | 215.79%-212.7pp | 134.60%-131.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,612 | $2,893-44.3% | $2,122-24.0% | $4,761-66.1% |
| Participant deferral / active EE | $140 | $4,128-96.6% | $3,373-95.9% | $5,982-97.7% |
| Admin fee / account holder | $8,409 | $8,041+4.6% | $5,959+41.1% | $11,246-25.2% |