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 | $66,243 | $165,335-59.9% | $149,696-55.7% | $158,922-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.36% | 348.15%-346.8pp | 276.60%-275.2pp | 302.83%-301.5pp |
| Employer contribution / active EE | $2,054 | $5,103-59.7% | $4,644-55.8% | $4,761-56.9% |
| Participant deferral / active EE | $2,253 | $7,181-68.6% | $6,842-67.1% | $5,982-62.3% |
| Admin fee / account holder | $17,822 | $10,807+64.9% | $9,309+91.5% | $11,246+58.5% |