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 | $42,319 | $80,968-47.7% | $96,544-56.2% | $75,163-43.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.87% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,238 | $2,282-1.9% | $2,965-24.5% | $2,670-16.2% |
| Participant deferral / active EE | $1,778 | $3,928-54.7% | $4,851-63.4% | $4,125-56.9% |
| Admin fee / account holder | $18,301 | $6,724+172.2% | $8,252+121.8% | $5,651+223.9% |