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 | $22,053 | $81,460-72.9% | $103,333-78.7% | $80,856-72.7% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 4.69% | 25.55%-20.9pp | 24.88%-20.2pp | 35.59%-30.9pp |
| Employer contribution / active EE | $973 | $3,105-68.7% | $3,868-74.8% | $2,755-64.7% |
| Participant deferral / active EE | $166 | $3,869-95.7% | $5,057-96.7% | $4,296-96.1% |
| Admin fee / account holder | $1,366 | $6,566-79.2% | $8,355-83.6% | $6,918-80.2% |