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 | $47,968 | $104,664-54.2% | $85,682-44.0% | $167,490-71.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.21% | 21.45%-14.2pp | 21.49%-14.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $8,763 | $3,337+162.6% | $2,618+234.7% | $4,837+81.2% |
| Participant deferral / active EE | $717 | $4,824-85.1% | $3,923-81.7% | $6,341-88.7% |
| Admin fee / account holder | $1,490 | $10,032-85.1% | $6,873-78.3% | $12,309-87.9% |