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 | $24,141 | $60,124-59.8% | $90,404-73.3% | $79,858-69.8% |
| Participation rate | 94.6% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+25.0pp |
| Annual return | 9.62% | 71.94%-62.3pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,742 | $2,068-15.8% | $3,262-46.6% | $2,471-29.5% |
| Participant deferral / active EE | $692 | $2,938-76.5% | $3,963-82.5% | $3,740-81.5% |
| Admin fee / account holder | $3,502 | $3,976-11.9% | $5,611-37.6% | $5,306-34.0% |