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 | $17,874 | $177,572-89.9% | $154,803-88.5% | $142,382-87.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 2.95% | 65.07%-62.1pp | 58.88%-55.9pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,098 | $4,810-77.2% | $4,305-74.5% | $4,299-74.5% |
| Participant deferral / active EE | $1,444 | $6,272-77.0% | $5,540-73.9% | $6,507-77.8% |
| Admin fee / account holder | $432,866 | $16,786+2478.8% | $14,329+2920.9% | $12,624+3329.0% |