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 | $19,882 | $74,927-73.5% | $101,794-80.5% | $84,808-76.6% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.2%+15.8pp | 68.3%+16.7pp |
| Annual return | 9.92% | 18.70%-8.8pp | 30.53%-20.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $671 | $1,522-55.9% | $2,289-70.7% | $2,631-74.5% |
| Participant deferral / active EE | $437 | $3,099-85.9% | $4,084-89.3% | $4,212-89.6% |
| Admin fee / account holder | $6,915 | $6,514+6.2% | $8,777-21.2% | $7,344-5.8% |