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 | $30,539 | $77,314-60.5% | $177,989-82.8% | $80,856-62.2% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 4.76% | 18.09%-13.3pp | 294.48%-289.7pp | 35.59%-30.8pp |
| Employer contribution / active EE | $1,727 | $2,292-24.7% | $3,949-56.3% | $2,755-37.3% |
| Participant deferral / active EE | $912 | $4,411-79.3% | $6,276-85.5% | $4,296-78.8% |
| Admin fee / account holder | $123,366 | $7,191+1615.6% | $10,363+1090.4% | $6,918+1683.3% |