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 | $18,724 | $84,233-77.8% | $170,442-89.0% | $70,131-73.3% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 10.13% | 23.06%-12.9pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,149 | $3,387-36.5% | $5,433-60.4% | $2,342-8.2% |
| Participant deferral / active EE | $292 | $3,086-90.5% | $4,939-94.1% | $3,332-91.2% |
| Admin fee / account holder | $5,409 | $5,698-5.1% | $13,880-61.0% | $4,645+16.4% |