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 | $14,287 | $54,705-73.9% | $71,209-79.9% | $84,808-83.2% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 6.97% | 35.90%-28.9pp | 282.51%-275.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $1,072 | $2,158-50.3% | $2,721-60.6% | $2,631-59.2% |
| Participant deferral / active EE | $432 | $3,030-85.7% | $4,175-89.7% | $4,212-89.7% |
| Admin fee / account holder | $3,887 | $4,863-20.1% | $5,349-27.3% | $7,344-47.1% |