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 | $18,541 | $177,572-89.6% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.99% | 65.07%-62.1pp | 58.88%-55.9pp | 217.08%-214.1pp |
| Employer contribution / active EE | $3,396 | $4,810-29.4% | $4,305-21.1% | $4,299-21.0% |
| Participant deferral / active EE | $1,350 | $6,272-78.5% | $5,540-75.6% | $6,507-79.3% |
| Admin fee / account holder | $2,833 | $16,786-83.1% | $14,329-80.2% | $12,624-77.6% |