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 | $45,638 | $124,281-63.3% | $109,143-58.2% | $167,490-72.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.76% | 26.04%-18.3pp | 25.75%-18.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,074 | $4,207-50.7% | $3,722-44.3% | $4,837-57.1% |
| Participant deferral / active EE | $850 | $5,255-83.8% | $4,653-81.7% | $6,341-86.6% |
| Admin fee / account holder | $691 | $7,970-91.3% | $6,752-89.8% | $12,309-94.4% |