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 | $22,785 | $76,552-70.2% | $123,892-81.6% | $62,891-63.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -3.95% | 18.68%-22.6pp | 47.52%-51.5pp | 20.14%-24.1pp |
| Employer contribution / active EE | $3,167 | $2,883+9.9% | $4,617-31.4% | $2,281+38.8% |
| Participant deferral / active EE | $1,154 | $4,840-76.2% | $5,984-80.7% | $3,203-64.0% |
| Admin fee / account holder | $1,840 | $4,826-61.9% | $8,357-78.0% | $4,296-57.2% |