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 | $14,004 | $95,416-85.3% | $185,823-92.5% | $85,850-83.7% |
| Participation rate | 79.1% | 68.8%+10.3pp | 81.7%-2.6pp | 69.3%+9.8pp |
| Annual return | 10.91% | 23.59%-12.7pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $991 | $3,314-70.1% | $5,167-80.8% | $2,565-61.4% |
| Participant deferral / active EE | $720 | $3,423-79.0% | $5,568-87.1% | $3,952-81.8% |
| Admin fee / account holder | $1,037 | $7,213-85.6% | $16,237-93.6% | $6,260-83.4% |