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 6-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 | $14,735 | $59,443-75.2% | $70,164-79.0% | $75,163-80.4% |
| Participation rate | 92.6% | 71.6%+21.0pp | 78.8%+13.7pp | 67.2%+25.4pp |
| Annual return | 10.08% | 18.53%-8.5pp | 18.87%-8.8pp | 160.62%-150.5pp |
| Employer contribution / active EE | $4,518 | $3,306+36.7% | $4,287+5.4% | $2,670+69.2% |
| Participant deferral / active EE | $568 | $3,653-84.4% | $5,395-89.5% | $4,125-86.2% |
| Admin fee / account holder | $1,656 | $4,397-62.3% | $4,561-63.7% | $5,651-70.7% |