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 | $16,219 | $84,149-80.7% | $76,080-78.7% | $167,490-90.3% |
| Participation rate | 91.7% | 84.9%+6.8pp | 79.4%+12.2pp | 82.1%+9.6pp |
| Annual return | 5.65% | 54.99%-49.3pp | 42.50%-36.9pp | 478.56%-472.9pp |
| Employer contribution / active EE | $3,990 | $4,618-13.6% | $3,962+0.7% | $4,837-17.5% |
| Participant deferral / active EE | $275 | $5,796-95.3% | $4,905-94.4% | $6,341-95.7% |
| Admin fee / account holder | $5,841 | $6,410-8.9% | $4,883+19.6% | $12,309-52.6% |