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 | $23,506 | $85,202-72.4% | $172,739-86.4% | $72,985-67.8% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 4.63% | 27.32%-22.7pp | 802.84%-798.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $2,162 | $3,324-35.0% | $5,143-58.0% | $2,440-11.4% |
| Participant deferral / active EE | $824 | $3,260-74.7% | $5,198-84.2% | $3,607-77.2% |
| Admin fee / account holder | $5,297 | $5,884-10.0% | $13,954-62.0% | $5,124+3.4% |