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 | $49,772 | $157,256-68.3% | $141,162-64.7% | $152,861-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.48% | 64.32%-58.8pp | 71.39%-65.9pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,045 | $5,261-61.1% | $4,735-56.8% | $4,762-57.1% |
| Participant deferral / active EE | $2,045 | $7,109-71.2% | $6,709-69.5% | $5,850-65.0% |
| Admin fee / account holder | $2,645 | $12,120-78.2% | $10,261-74.2% | $11,596-77.2% |