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 | $32,510 | $81,460-60.1% | $103,333-68.5% | $80,856-59.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.31% | 25.55%-18.2pp | 24.88%-17.6pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,976 | $3,105-36.4% | $3,868-48.9% | $2,755-28.3% |
| Participant deferral / active EE | $1,539 | $3,869-60.2% | $5,057-69.6% | $4,296-64.2% |
| Admin fee / account holder | $489 | $6,566-92.6% | $8,355-94.1% | $6,918-92.9% |