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 | $35,065 | $51,175-31.5% | $70,515-50.3% | $75,163-53.3% |
| Participation rate | 75.0% | 60.9%+14.1pp | 68.3%+6.7pp | 67.2%+7.8pp |
| Annual return | 5.26% | 30.02%-24.8pp | 32.77%-27.5pp | 160.62%-155.4pp |
| Employer contribution / active EE | $2,778 | $1,826+52.1% | $2,973-6.6% | $2,670+4.0% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $571 | $4,091-86.0% | $6,412-91.1% | $5,651-89.9% |