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 | $19,679 | $54,762-64.1% | $90,281-78.2% | $72,985-73.0% |
| Participation rate | 80.8% | 65.1%+15.6pp | 73.3%+7.5pp | 69.5%+11.3pp |
| Annual return | 0.02% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,552 | $2,092-25.8% | $2,854-45.6% | $2,440-36.4% |
| Participant deferral / active EE | $788 | $2,887-72.7% | $3,885-79.7% | $3,607-78.2% |
| Admin fee / account holder | $1,082 | $3,972-72.7% | $5,351-79.8% | $5,124-78.9% |