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 | $33,759 | $78,705-57.1% | $117,854-71.4% | $70,131-51.9% |
| Participation rate | 71.0% | 73.2%-2.2pp | 79.7%-8.7pp | 69.5%+1.4pp |
| Annual return | 9.61% | 23.30%-13.7pp | 335.08%-325.5pp | 73.14%-63.5pp |
| Employer contribution / active EE | $917 | $2,223-58.7% | $3,786-75.8% | $2,342-60.8% |
| Participant deferral / active EE | $1,167 | $3,297-64.6% | $4,482-74.0% | $3,332-65.0% |
| Admin fee / account holder | $3,705 | $5,065-26.9% | $8,020-53.8% | $4,645-20.2% |