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 | $18,067 | $117,983-84.7% | $101,794-82.3% | $142,382-87.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 5.55% | 36.92%-31.4pp | 30.53%-25.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $794 | $2,773-71.4% | $2,289-65.3% | $4,299-81.5% |
| Participant deferral / active EE | $82 | $4,714-98.3% | $4,084-98.0% | $6,507-98.7% |
| Admin fee / account holder | $20,977 | $10,433+101.1% | $8,777+139.0% | $12,624+66.2% |