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 | $22,832 | $104,907-78.2% | $84,611-73.0% | $152,861-85.1% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 3.47% | 373.79%-370.3pp | 258.74%-255.3pp | 345.32%-341.8pp |
| Employer contribution / active EE | $756 | $3,302-77.1% | $2,652-71.5% | $4,762-84.1% |
| Participant deferral / active EE | $504 | $4,688-89.3% | $3,899-87.1% | $5,850-91.4% |
| Admin fee / account holder | $763 | $6,241-87.8% | $4,912-84.5% | $11,596-93.4% |