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 | $37,999 | $100,041-62.0% | $149,718-74.6% | $70,131-45.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.78% | 27.43%-15.6pp | 1501.63%-1489.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,303 | $3,662-64.4% | $5,445-76.1% | $2,342-44.4% |
| Participant deferral / active EE | $1,314 | $4,983-73.6% | $6,569-80.0% | $3,332-60.5% |
| Admin fee / account holder | $3,155 | $8,286-61.9% | $11,283-72.0% | $4,645-32.1% |