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 | $28,517 | $54,541-47.7% | $78,778-63.8% | $70,131-59.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.60% | 21.07%-10.5pp | 35.62%-25.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $2,456 | $1,089+125.6% | $1,986+23.7% | $2,342+4.9% |
| Participant deferral / active EE | $226 | $2,210-89.8% | $2,958-92.4% | $3,332-93.2% |
| Admin fee / account holder | $717 | $3,709-80.7% | $5,134-86.0% | $4,645-84.6% |