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 | $56,958 | $152,587-62.7% | $125,175-54.5% | $152,861-62.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.95% | 54.84%-49.9pp | 43.79%-38.8pp | 345.32%-340.4pp |
| Employer contribution / active EE | $3,201 | $4,946-35.3% | $3,865-17.2% | $4,762-32.8% |
| Participant deferral / active EE | $76 | $5,868-98.7% | $4,937-98.5% | $5,850-98.7% |
| Admin fee / account holder | $29,077 | $13,434+116.4% | $9,702+199.7% | $11,596+150.7% |