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 | $36,484 | $63,346-42.4% | $92,233-60.4% | $70,131-48.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.05% | 530.12%-521.1pp | 176.28%-167.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,256 | $2,471-49.2% | $3,679-65.9% | $2,342-46.4% |
| Participant deferral / active EE | $1,002 | $2,854-64.9% | $3,897-74.3% | $3,332-69.9% |
| Admin fee / account holder | $557 | $3,840-85.5% | $5,194-89.3% | $4,645-88.0% |