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 | $15,302 | $84,233-81.8% | $170,442-91.0% | $70,131-78.2% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 0.22% | 23.06%-22.8pp | 205.93%-205.7pp | 73.14%-72.9pp |
| Employer contribution / active EE | $1,672 | $3,387-50.6% | $5,433-69.2% | $2,342-28.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $659 | $5,698-88.4% | $13,880-95.3% | $4,645-85.8% |