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 | $37,096 | $76,552-51.5% | $123,892-70.1% | $62,891-41.0% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 3.65% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $658 | $2,883-77.2% | $4,617-85.7% | $2,281-71.1% |
| Participant deferral / active EE | $1,708 | $4,840-64.7% | $5,984-71.5% | $3,203-46.7% |
| Admin fee / account holder | $3,056 | $4,826-36.7% | $8,357-63.4% | $4,296-28.9% |