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 | $19,048 | $54,762-65.2% | $90,281-78.9% | $72,985-73.9% |
| Participation rate | 92.6% | 65.1%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 2.97% | 30.63%-27.7pp | 78.10%-75.1pp | 81.00%-78.0pp |
| Employer contribution / active EE | $662 | $2,092-68.4% | $2,854-76.8% | $2,440-72.9% |
| Participant deferral / active EE | $443 | $2,887-84.7% | $3,885-88.6% | $3,607-87.7% |
| Admin fee / account holder | $1,291 | $3,972-67.5% | $5,351-75.9% | $5,124-74.8% |