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 | $23,370 | $63,355-63.1% | $91,989-74.6% | $72,985-68.0% |
| Participation rate | 75.0% | 72.5%+2.5pp | 78.6%-3.6pp | 69.5%+5.5pp |
| Annual return | 17.49% | 35.35%-17.9pp | 69.02%-51.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $869 | $4,883-82.2% | $5,923-85.3% | $3,607-75.9% |
| Admin fee / account holder | $16,993 | $4,668+264.0% | $7,743+119.5% | $5,124+231.6% |