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 | $30,993 | $83,477-62.9% | $125,175-75.2% | $72,985-57.5% |
| Participation rate | 80.8% | 73.3%+7.5pp | 79.8%+1.0pp | 69.5%+11.3pp |
| Annual return | 7.89% | 25.78%-17.9pp | 43.79%-35.9pp | 81.00%-73.1pp |
| Employer contribution / active EE | $686 | $2,345-70.8% | $3,865-82.3% | $2,440-71.9% |
| Participant deferral / active EE | $1,365 | $3,585-61.9% | $4,937-72.3% | $3,607-62.2% |
| Admin fee / account holder | $1,615 | $5,517-70.7% | $9,702-83.4% | $5,124-68.5% |