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 | $14,156 | $91,190-84.5% | $178,490-92.1% | $79,858-82.3% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+13.0pp | 69.6%+25.3pp |
| Annual return | 7.09% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,494 | $3,256-54.1% | $5,011-70.2% | $2,471-39.5% |
| Participant deferral / active EE | $678 | $3,236-79.0% | $5,202-87.0% | $3,740-81.9% |
| Admin fee / account holder | $1,253 | $6,751-81.4% | $13,984-91.0% | $5,306-76.4% |