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 | $21,336 | $117,841-81.9% | $102,423-79.2% | $145,922-85.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.06% | 31.65%-24.6pp | 29.32%-22.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $934 | $3,615-74.2% | $3,023-69.1% | $4,660-80.0% |
| Participant deferral / active EE | $1,574 | $5,731-72.5% | $5,053-68.9% | $6,688-76.5% |
| Admin fee / account holder | $6,421 | $13,326-51.8% | $9,451-32.1% | $13,397-52.1% |