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 | $14,395 | $77,634-81.5% | $156,549-90.8% | $62,891-77.1% |
| Participation rate | 82.1% | 71.2%+10.9pp | 84.0%-1.9pp | 69.3%+12.8pp |
| Annual return | 4.43% | 50.32%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $418 | $3,444-87.9% | $5,501-92.4% | $2,281-81.7% |
| Participant deferral / active EE | $783 | $3,045-74.3% | $4,871-83.9% | $3,203-75.6% |
| Admin fee / account holder | $1,618 | $5,561-70.9% | $13,027-87.6% | $4,296-62.3% |