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 | $41,075 | $68,719-40.2% | $91,541-55.1% | $84,808-51.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 8.39% | 19.12%-10.7pp | 20.50%-12.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,338 | $1,920+73.9% | $2,505+33.3% | $2,631+26.9% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,479 | $5,786+46.5% | $6,956+21.9% | $7,344+15.5% |