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 | $13,321 | $48,076-72.3% | $78,689-83.1% | $62,891-78.8% |
| Participation rate | 95.1% | 65.2%+29.9pp | 73.6%+21.5pp | 69.3%+25.8pp |
| Annual return | 4.30% | 31.35%-27.1pp | 62.18%-57.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,918 | $2,015-4.8% | $2,851-32.7% | $2,281-15.9% |
| Participant deferral / active EE | $586 | $2,588-77.4% | $3,517-83.3% | $3,203-81.7% |
| Admin fee / account holder | $333 | $3,207-89.6% | $4,510-92.6% | $4,296-92.2% |