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 8-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 | $21,640 | $80,673-73.2% | $101,326-78.6% | $84,808-74.5% |
| Participation rate | 73.5% | 77.8%-4.3pp | 81.5%-8.0pp | 68.3%+5.2pp |
| Annual return | 12.38% | 38.95%-26.6pp | 36.82%-24.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $184 | $2,698-93.2% | $3,665-95.0% | $2,631-93.0% |
| Participant deferral / active EE | $2,452 | $6,840-64.2% | $7,994-69.3% | $4,212-41.8% |
| Admin fee / account holder | $3,736 | $12,784-70.8% | $11,185-66.6% | $7,344-49.1% |