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 | $14,831 | $91,190-83.7% | $178,490-91.7% | $79,858-81.4% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.1pp | 69.6%+23.4pp |
| Annual return | 4.00% | 24.19%-20.2pp | 151.07%-147.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $618 | $3,256-81.0% | $5,011-87.7% | $2,471-75.0% |
| Participant deferral / active EE | $885 | $3,236-72.7% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $634 | $6,751-90.6% | $13,984-95.5% | $5,306-88.1% |