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 | $30,372 | $79,449-61.8% | $189,557-84.0% | $85,850-64.6% |
| Participation rate | 86.8% | 66.0%+20.8pp | 78.4%+8.4pp | 69.3%+17.5pp |
| Annual return | 6.46% | 18.45%-12.0pp | 64.17%-57.7pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,231 | $2,081-40.8% | $4,412-72.1% | $2,565-52.0% |
| Participant deferral / active EE | $811 | $4,051-80.0% | $6,174-86.9% | $3,952-79.5% |
| Admin fee / account holder | $4,601 | $5,377-14.4% | $9,807-53.1% | $6,260-26.5% |