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 | $27,892 | $109,881-74.6% | $150,045-81.4% | $84,808-67.1% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 5.46% | 28.25%-22.8pp | 62.55%-57.1pp | 40.90%-35.4pp |
| Employer contribution / active EE | $1,323 | $3,561-62.8% | $4,693-71.8% | $2,631-49.7% |
| Participant deferral / active EE | $2,561 | $6,636-61.4% | $7,997-68.0% | $4,212-39.2% |
| Admin fee / account holder | $177,071 | $8,568+1966.6% | $13,435+1218.0% | $7,344+2311.2% |