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 | $14,877 | $80,717-81.6% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 11.32% | 37.96%-26.6pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $606 | $2,761-78.1% | $4,305-85.9% | $2,631-77.0% |
| Participant deferral / active EE | $815 | $3,303-75.3% | $5,540-85.3% | $4,212-80.6% |
| Admin fee / account holder | $1,328 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |