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 3-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 | $12,653 | $80,717-84.3% | $154,803-91.8% | $84,808-85.1% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-0.9pp | 68.3%+8.8pp |
| Annual return | 11.49% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $102 | $3,303-96.9% | $5,540-98.2% | $4,212-97.6% |
| Admin fee / account holder | $11,313 | $6,746+67.7% | $14,329-21.0% | $7,344+54.0% |