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 | $36,632 | $105,181-65.2% | $159,436-77.0% | $85,850-57.3% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 7.43% | 45.07%-37.6pp | 263.57%-256.1pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,251 | $3,318-62.3% | $4,829-74.1% | $2,565-51.2% |
| Participant deferral / active EE | $1,509 | $5,945-74.6% | $7,352-79.5% | $3,952-61.8% |
| Admin fee / account holder | $2,141 | $6,933-69.1% | $10,799-80.2% | $6,260-65.8% |