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 | $40,138 | $71,829-44.1% | $69,780-42.5% | $142,382-71.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 9.73% | 31.01%-21.3pp | 26.31%-16.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $4,289 | $4,385-2.2% | $4,168+2.9% | $4,299-0.2% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,000 | $7,818-48.8% | $7,285-45.1% | $12,624-68.3% |