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 | $31,525 | $48,076-34.4% | $78,689-59.9% | $62,891-49.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -6.52% | 31.35%-37.9pp | 62.18%-68.7pp | 20.14%-26.7pp |
| Employer contribution / active EE | $3,108 | $2,015+54.3% | $2,851+9.0% | $2,281+36.3% |
| Participant deferral / active EE | $664 | $2,588-74.3% | $3,517-81.1% | $3,203-79.3% |
| Admin fee / account holder | $726 | $3,207-77.4% | $4,510-83.9% | $4,296-83.1% |