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 6-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 | $33,944 | $80,673-57.9% | $101,326-66.5% | $84,808-60.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 13.57% | 38.95%-25.4pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,108 | $2,698-58.9% | $3,665-69.8% | $2,631-57.9% |
| Participant deferral / active EE | $1,267 | $6,840-81.5% | $7,994-84.1% | $4,212-69.9% |
| Admin fee / account holder | $8,644 | $12,784-32.4% | $11,185-22.7% | $7,344+17.7% |