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 | $14,670 | $60,124-75.6% | $90,404-83.8% | $79,858-81.6% |
| Participation rate | 87.4% | 65.0%+22.4pp | 72.7%+14.7pp | 69.6%+17.7pp |
| Annual return | 1.53% | 71.94%-70.4pp | 1293.02%-1291.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $496 | $2,068-76.0% | $3,262-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $614 | $2,938-79.1% | $3,963-84.5% | $3,740-83.6% |
| Admin fee / account holder | $2,450 | $3,976-38.4% | $5,611-56.3% | $5,306-53.8% |