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 | $24,314 | $106,515-77.2% | $96,683-74.9% | $139,434-82.6% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 9.06% | 38.43%-29.4pp | 35.69%-26.6pp | 372.94%-363.9pp |
| Employer contribution / active EE | $893 | $4,103-78.2% | $3,737-76.1% | $4,751-81.2% |
| Participant deferral / active EE | $1,163 | $5,454-78.7% | $4,878-76.2% | $6,710-82.7% |
| Admin fee / account holder | $8,589 | $7,877+9.0% | $6,730+27.6% | $11,403-24.7% |