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 | $33,536 | $89,355-62.5% | $141,162-76.2% | $72,985-54.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.82% | 111.85%-94.0pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,601 | $3,114-16.5% | $4,735-45.1% | $2,440+6.6% |
| Participant deferral / active EE | $1,736 | $5,418-68.0% | $6,709-74.1% | $3,607-51.9% |
| Admin fee / account holder | $1,274 | $5,958-78.6% | $10,261-87.6% | $5,124-75.1% |