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 4-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 | $11,096 | $81,248-86.3% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 85.5% | 66.2%+19.3pp | 78.2%+7.3pp | 67.6%+17.9pp |
| Annual return | 8.43% | 33.31%-24.9pp | 64.67%-56.2pp | 35.59%-27.2pp |
| Employer contribution / active EE | $4,340 | $3,100+40.0% | $4,672-7.1% | $2,755+57.5% |
| Participant deferral / active EE | $732 | $3,452-78.8% | $5,626-87.0% | $4,296-83.0% |
| Admin fee / account holder | $784 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |