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 | $32,290 | $80,968-60.1% | $96,544-66.6% | $75,163-57.0% |
| Participation rate | 76.9% | 71.8%+5.2pp | 76.0%+1.0pp | 67.2%+9.7pp |
| Annual return | 9.54% | 27.06%-17.5pp | 25.84%-16.3pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,163 | $2,282-49.0% | $2,965-60.8% | $2,670-56.4% |
| Participant deferral / active EE | $1,480 | $3,928-62.3% | $4,851-69.5% | $4,125-64.1% |
| Admin fee / account holder | $860 | $6,724-87.2% | $8,252-89.6% | $5,651-84.8% |