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 | $28,319 | $150,187-81.1% | $120,354-76.5% | $145,922-80.6% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 8.42% | 154.07%-145.6pp | 107.15%-98.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,276 | $4,348-70.7% | $3,463-63.1% | $4,660-72.6% |
| Participant deferral / active EE | $804 | $6,173-87.0% | $4,991-83.9% | $6,688-88.0% |
| Admin fee / account holder | $334 | $12,207-97.3% | $9,423-96.5% | $13,397-97.5% |