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 | $34,804 | $102,317-66.0% | $146,958-76.3% | $80,856-57.0% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 11.09% | 134.76%-123.7pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,549 | $3,713-58.3% | $4,933-68.6% | $2,755-43.8% |
| Participant deferral / active EE | $2,428 | $6,644-63.5% | $8,070-69.9% | $4,296-43.5% |
| Admin fee / account holder | $3,438 | $7,941-56.7% | $12,998-73.6% | $6,918-50.3% |