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 | $47,769 | $162,781-70.7% | $133,956-64.3% | $158,922-69.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.99% | 41.94%-38.9pp | 45.09%-42.1pp | 302.83%-299.8pp |
| Employer contribution / active EE | $3,433 | $4,975-31.0% | $3,919-12.4% | $4,761-27.9% |
| Participant deferral / active EE | $1,093 | $5,911-81.5% | $5,048-78.4% | $5,982-81.7% |
| Admin fee / account holder | $613 | $11,736-94.8% | $8,927-93.1% | $11,246-94.5% |