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 | $28,760 | $91,190-68.5% | $178,490-83.9% | $79,858-64.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 9.70% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,256 | $3,256-30.7% | $5,011-55.0% | $2,471-8.7% |
| Participant deferral / active EE | $803 | $3,236-75.2% | $5,202-84.6% | $3,740-78.5% |
| Admin fee / account holder | $2,988 | $6,751-55.7% | $13,984-78.6% | $5,306-43.7% |