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 | $44,384 | $63,764-30.4% | $81,930-45.8% | $79,858-44.4% |
| Participation rate | 70.3% | 67.5%+2.8pp | 72.0%-1.7pp | 69.6%+0.7pp |
| Annual return | -1.66% | 22.66%-24.3pp | 29.49%-31.2pp | 31.71%-33.4pp |
| Employer contribution / active EE | $4,133 | $1,795+130.2% | $4,310-4.1% | $2,471+67.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,389 | $4,426+225.1% | $5,158+179.0% | $5,306+171.2% |