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 | $19,504 | $48,795-60.0% | $65,493-70.2% | $84,808-77.0% |
| Participation rate | 92.6% | 67.0%+25.6pp | 73.1%+19.5pp | 68.3%+24.3pp |
| Annual return | 10.54% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $435 | $1,930-77.5% | $2,574-83.1% | $2,631-83.5% |
| Participant deferral / active EE | $560 | $2,928-80.9% | $3,961-85.9% | $4,212-86.7% |
| Admin fee / account holder | $919 | $3,877-76.3% | $5,028-81.7% | $7,344-87.5% |