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 | $34,937 | $85,202-59.0% | $172,739-79.8% | $72,985-52.1% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 4.50% | 27.32%-22.8pp | 802.84%-798.3pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,743 | $3,324-47.6% | $5,143-66.1% | $2,440-28.6% |
| Participant deferral / active EE | $459 | $3,260-85.9% | $5,198-91.2% | $3,607-87.3% |
| Admin fee / account holder | $1,649 | $5,884-72.0% | $13,954-88.2% | $5,124-67.8% |