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 | $34,038 | $39,122-13.0% | $57,179-40.5% | $62,891-45.9% |
| Participation rate | 80.0% | 70.5%+9.5pp | 75.3%+4.7pp | 69.3%+10.7pp |
| Annual return | -0.70% | 9.23%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $3,415 | $1,874+82.2% | $2,682+27.3% | $2,281+49.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,756 | $2,592+83.5% | $3,139+51.5% | $4,296+10.7% |