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 | $34,943 | $201,272-82.6% | $184,203-81.0% | $145,922-76.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 4.48% | 29.00%-24.5pp | 28.81%-24.3pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,524 | $7,022-78.3% | $6,427-76.3% | $4,660-67.3% |
| Participant deferral / active EE | $1,957 | $9,806-80.0% | $9,131-78.6% | $6,688-70.7% |
| Admin fee / account holder | $9,304 | $16,364-43.1% | $13,901-33.1% | $13,397-30.6% |