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 | $48,736 | $67,411-27.7% | $91,001-46.4% | $70,131-30.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.74% | -40.16%+50.9pp | 4.60%+6.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,670 | $1,786+49.5% | $2,456+8.7% | $2,342+14.0% |
| Participant deferral / active EE | $1,162 | $2,823-58.8% | $3,547-67.2% | $3,332-65.1% |
| Admin fee / account holder | $1,277 | $4,236-69.9% | $5,417-76.4% | $4,645-72.5% |