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 8-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 | $29,695 | $81,460-63.5% | $103,333-71.3% | $80,856-63.3% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | 9.18% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,316 | $3,105+39.0% | $3,868+11.6% | $2,755+56.7% |
| Participant deferral / active EE | $979 | $3,869-74.7% | $5,057-80.6% | $4,296-77.2% |
| Admin fee / account holder | $773 | $6,566-88.2% | $8,355-90.8% | $6,918-88.8% |