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 | $65,981 | $114,381-42.3% | $107,525-38.6% | $142,382-53.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.96% | 242.71%-240.7pp | 181.32%-179.4pp | 217.08%-215.1pp |
| Employer contribution / active EE | $1,050 | $4,015-73.8% | $3,754-72.0% | $4,299-75.6% |
| Participant deferral / active EE | $1,200 | $5,564-78.4% | $5,116-76.5% | $6,507-81.6% |
| Admin fee / account holder | $3,161 | $9,860-67.9% | $8,919-64.6% | $12,624-75.0% |