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 | $100,605 | $117,841-14.6% | $102,423-1.8% | $145,922-31.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.58% | 31.65%-28.1pp | 29.32%-25.7pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $3,023-33.3% | $4,660-56.7% |
| Participant deferral / active EE | $535 | $5,731-90.7% | $5,053-89.4% | $6,688-92.0% |
| Admin fee / account holder | $43,376 | $13,326+225.5% | $9,451+359.0% | $13,397+223.8% |