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 | $100,330 | $114,381-12.3% | $107,525-6.7% | $142,382-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.41% | 242.71%-241.3pp | 181.32%-179.9pp | 217.08%-215.7pp |
| Employer contribution / active EE | $2,067 | $4,015-48.5% | $3,754-44.9% | $4,299-51.9% |
| Participant deferral / active EE | $867 | $5,564-84.4% | $5,116-83.1% | $6,507-86.7% |
| Admin fee / account holder | $936 | $9,860-90.5% | $8,919-89.5% | $12,624-92.6% |