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 | $24,006 | $62,672-61.7% | $185,117-87.0% | $70,131-65.8% |
| Participation rate | 96.0% | 63.8%+32.2pp | 77.3%+18.7pp | 69.5%+26.5pp |
| Annual return | 12.44% | 40.79%-28.4pp | 40.50%-28.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $3,030 | $1,753+72.8% | $4,182-27.5% | $2,342+29.4% |
| Participant deferral / active EE | $1,062 | $3,272-67.5% | $5,045-79.0% | $3,332-68.1% |
| Admin fee / account holder | $876 | $3,932-77.7% | $8,159-89.3% | $4,645-81.2% |