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 | $18,429 | $177,572-89.6% | $154,803-88.1% | $142,382-87.1% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 2.86% | 65.07%-62.2pp | 58.88%-56.0pp | 217.08%-214.2pp |
| Employer contribution / active EE | $981 | $4,810-79.6% | $4,305-77.2% | $4,299-77.2% |
| Participant deferral / active EE | $1,655 | $6,272-73.6% | $5,540-70.1% | $6,507-74.6% |
| Admin fee / account holder | $94,961 | $16,786+465.7% | $14,329+562.7% | $12,624+652.2% |