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 | $13,743 | $85,202-83.9% | $172,739-92.0% | $72,985-81.2% |
| Participation rate | 81.1% | 70.1%+11.0pp | 82.6%-1.5pp | 69.5%+11.6pp |
| Annual return | 12.80% | 27.32%-14.5pp | 802.84%-790.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $572 | $3,324-82.8% | $5,143-88.9% | $2,440-76.5% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,607-78.2% |
| Admin fee / account holder | $2,177 | $5,884-63.0% | $13,954-84.4% | $5,124-57.5% |