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 | $43,357 | $63,346-31.6% | $92,233-53.0% | $70,131-38.2% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 11.99% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $678 | $2,854-76.3% | $3,897-82.6% | $3,332-79.7% |
| Admin fee / account holder | $21,893 | $3,840+470.1% | $5,194+321.5% | $4,645+371.3% |