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 | $37,608 | $197,591-81.0% | $177,821-78.9% | $158,922-76.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.49% | 58.76%-53.3pp | 48.32%-42.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $6,511 | $6,697-2.8% | $5,918+10.0% | $4,761+36.8% |
| Participant deferral / active EE | $2,417 | $8,405-71.2% | $7,714-68.7% | $5,982-59.6% |
| Admin fee / account holder | $11,944 | $15,399-22.4% | $12,427-3.9% | $11,246+6.2% |