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 | $33,494 | $76,367-56.1% | $93,606-64.2% | $72,985-54.1% |
| Participation rate | 76.8% | 71.7%+5.1pp | 75.8%+1.0pp | 69.5%+7.3pp |
| Annual return | 12.92% | 25.82%-12.9pp | 32.76%-19.8pp | 81.00%-68.1pp |
| Employer contribution / active EE | $424 | $2,275-81.3% | $2,718-84.4% | $2,440-82.6% |
| Participant deferral / active EE | $1,159 | $3,538-67.2% | $4,069-71.5% | $3,607-67.9% |
| Admin fee / account holder | $2,141 | $6,838-68.7% | $7,888-72.9% | $5,124-58.2% |