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 | $20,954 | $115,770-81.9% | $101,248-79.3% | $158,922-86.8% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 4.91% | 56.14%-51.2pp | 46.47%-41.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,342 | $4,957-72.9% | $4,370-69.3% | $5,982-77.6% |
| Admin fee / account holder | $2,165 | $7,245-70.1% | $5,945-63.6% | $11,246-80.7% |